Latest Institutional Purchases of Msci Eafe Value ETF (EFV)
This list provides information on the latest institutional transactions involving Msci Eafe Value ETF (EFV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
5.05K+ 1.61% |
$317K - $345K
|
319K
$22.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.04K+ 15.74% |
$316K - $345K
|
37K
$2.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.02K+ 43.36% |
$315K - $343K
|
16.6K
$1.16M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.01KNew |
$315K - $343K
|
5.01K
$352K
|
|
|
Oct 17, 2025
Q3 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
5KNew |
$314K - $342K
|
5K
$351K
|
|
|
Nov 13, 2025
Q3 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.98K+ 3.39% |
$313K - $341K
|
152K
$10.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.98K+ 19.36% |
$312K - $340K
|
30.7K
$2.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
4.98K+ 78.65% |
$312K - $340K
|
11.3K
$794K
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
4.96K+ 112.87% |
$311K - $339K
|
9.35K
$657K
|
|
|
Nov 12, 2025
Q3 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
4.94K+ 3.77% |
$310K - $338K
|
136K
$9.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
4.92KNew |
$309K - $336K
|
4.92K
$345K
|
|
|
Nov 06, 2025
Q3 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
4.89K+ 33.78% |
$307K - $334K
|
19.4K
$1.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.67KNew |
$293K - $320K
|
4.67K
$328K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
4.62K+ 19.6% |
$290K - $316K
|
28.2K
$1.98M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
4.61KNew |
$290K - $316K
|
4.61K
$324K
|
|
|
Oct 30, 2025
Q3 2025
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
4.56KNew |
$287K - $312K
|
4.56K
$321K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.55K+ 2.76% |
$286K - $312K
|
170K
$11.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
BUY
|
- |
4.52KNew |
$284K - $309K
|
4.52K
$318K
|
|
|
Oct 09, 2025
Q3 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
4.43K+ 26.42% |
$278K - $303K
|
21.2K
$1.49M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
4.35K+ 123.48% |
$273K - $298K
|
7.88K
$554K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.26KNew |
$267K - $291K
|
4.26K
$299K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.24K+ 10.04% |
$266K - $290K
|
46.4K
$3.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.99KNew |
$250K - $273K
|
3.99K
$280K
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
3.96KNew |
$249K - $271K
|
3.96K
$278K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3.95K+ 33.34% |
$248K - $270K
|
15.8K
$1.11M
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
BUY
|
- |
3.92K+ 11.98% |
$246K - $268K
|
36.7K
$2.58M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.84K+ 18.06% |
$241K - $263K
|
25.1K
$1.76M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.81KNew |
$239K - $261K
|
3.81K
$268K
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
3.76K+ 8.92% |
$236K - $257K
|
45.9K
$3.22M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.75K+ 4.67% |
$235K - $256K
|
84K
$5.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
3.75KNew |
$235K - $256K
|
3.75K
$263K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.74K+ 1.78% |
$235K - $256K
|
213K
$15M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.71K+ 32.4% |
$233K - $254K
|
15.2K
$1.07M
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.62K+ 46.92% |
$227K - $248K
|
11.3K
$797K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.54K+ 12.43% |
$222K - $242K
|
32K
$2.25M
|
|
|
Nov 13, 2025
Q3 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3.45KNew |
$217K - $236K
|
3.45K
$242K
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
3.44KNew |
$216K - $235K
|
3.44K
$242K
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.41K+ 3.2% |
$214K - $234K
|
110K
$7.72M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.33KNew |
$209K - $227K
|
3.33K
$234K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
3.28KNew |
$206K - $225K
|
3.28K
$231K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.26K+ 1.89% |
$205K - $223K
|
176K
$12.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
3.2KNew |
$201K - $219K
|
3.2K
$225K
|
|
|
Oct 29, 2025
Q3 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
3.16KNew |
$199K - $216K
|
3.16K
$222K
|
|
|
Oct 23, 2025
Q3 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
3.15KNew |
$197K - $215K
|
3.15K
$221K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarity Financial LLC
|
BUY
|
- |
3.15KNew |
$197K - $215K
|
3.15K
$221K
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.13K+ 30.71% |
$197K - $214K
|
13.3K
$937K
|
|
|
Nov 14, 2025
Q3 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
3.13KNew |
$197K - $214K
|
3.13K
$220K
|
|
|
Nov 14, 2025
Q3 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
3.12K+ 31.79% |
$196K - $214K
|
13K
$910K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
3.12KNew |
$196K - $214K
|
3.12K
$219K
|
|
|
Nov 17, 2025
Q3 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
3.11KNew |
$195K - $212K
|
3.11K
$218K
|
|