Strategic Wealth Partners, Ltd. Msci Eafe Value ETF Transaction History

Strategic Wealth Partners, Ltd.

  • $1.19 Billion
  • Q3 2025

A detailed history of Strategic Wealth Partners, Ltd. transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 14,976 shares of EFV stock, worth $1.05 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
14,976
Previous 2,059 627.34%
Holding current value
$1.05 Million
Previous $130,000 680.77%
% of portfolio
0.09%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$62.79 - $68.42 $811,058 - $883,781
12,917 Added 627.34%
14,976 $1.02 Million
Q2 2025

Aug 11, 2025
BUY
$52.4 - $64.65 $107,891 - $133,114
2,059 New
2,059 $130,000
Q4 2022

Apr 24, 2023
SELL
$38.5 - $46.73 $943,750 - $1.15 Million
-24,513 Closed
0 $0
Q3 2022

Apr 24, 2023
BUY
$38.45 - $45.24 $942,524 - $1.11 Million
24,513 New
24,513 $968,000
Q4 2021

Feb 11, 2022
SELL
$48.8 - $52.57 $394,499 - $424,975
-8,084 Closed
0 $0
Q3 2021

Nov 12, 2021
BUY
$49.8 - $52.99 $402,583 - $428,371
8,084 New
8,084 $411,000

Others Institutions Holding EFV

# of Institutions
1,253
Shares Held
351M
Call Options Held
1.22M
Put Options Held
0
View Full List

About MSCI EAFE VALUE ETF

EFV Quotes by TradingView
  • Ticker EFV
  • Sector ETFs
  • Industry ETFs
More about EFV
Track This Portfolio

Track Strategic Wealth Partners, Ltd. Portfolio

Follow Strategic Wealth Partners, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email