Dynasty Wealth Management, LLC Msci Eafe Value ETF Transaction History

Dynasty Wealth Management, LLC

$7.49 Trillion
Q3 2025

A detailed history of Dynasty Wealth Management, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 1,351,798 shares of EFV stock, worth $95 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares

1,351,798

Previous 1,092,377 23.75%

Holding current value

$95 Million

Previous $69.3 Billion 32.23%

% of portfolio

1.22%

Previous 1.18%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$62.79 - $68.42 $16.3 Million - $17.7 Million	259,421 Added 23.75%	1,351,798 $91.7 Billion
Q2 2025 Aug 05, 2025	SELL	$52.4 - $64.65 $4.71 Million - $5.82 Million	-89,950 Reduced 7.61%	1,092,377 $69.3 Billion
Q1 2025 May 02, 2025	SELL	$51.88 - $60.73 $6.75 Million - $7.9 Million	-130,040 Reduced 9.91%	1,182,327 $69.7 Billion
Q4 2024 Feb 05, 2025	BUY	$51.78 - $57.15 $68 Million - $75 Million	1,312,367 New	1,312,367 $68.9 Billion
Q2 2024 Aug 12, 2024	BUY	$52.34 - $56.41 $1.75 Million - $1.89 Million	33,437 Added 63.23%	86,319 $4.58 Billion

Q1 2024 May 15, 2024	BUY	$50.46 - $54.5 $2.67 Million - $2.88 Million	52,882 New	52,882 $2.88 Billion

Others Institutions Holding EFV

# of Institutions

1,252

Shares Held

351M

Call Options Held

1.22M

Put Options Held

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

More about EFV

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Dynasty Wealth Management, LLC Msci Eafe Value ETF Transaction History