Foundation Wealth Management, LLC Msci Eafe Value ETF Transaction History

Foundation Wealth Management, LLC

$129 Billion
Q4 2024

A detailed history of Foundation Wealth Management, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Foundation Wealth Management, LLC holds 64,001 shares of EFV stock, worth $3.7 Million. This represents 2.61% of its overall portfolio holdings.

Number of Shares

64,001

Previous 63,712 0.45%

Holding current value

$3.7 Million

Previous $3.67 Billion 8.38%

% of portfolio

2.61%

Previous 2.78%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$51.78 - $57.15 $14,964 - $16,516	289 Added 0.45%	64,001 $3.36 Billion
Q3 2024 Oct 29, 2024	SELL	$51.72 - $57.96 $152,056 - $170,402	-2,940 Reduced 4.41%	63,712 $3.67 Billion
Q2 2024 Aug 13, 2024	SELL	$52.34 - $56.41 $22,087 - $23,805	-422 Reduced 0.63%	66,652 $3.53 Billion
Q1 2024 May 08, 2024	SELL	$50.46 - $54.5 $82,098 - $88,671	-1,627 Reduced 2.37%	67,074 $3.65 Billion
Q4 2023 Jan 24, 2024	SELL	$46.57 - $52.25 $27,196 - $30,514	-584 Reduced 0.84%	68,701 $3.58 Billion
Q3 2023 Oct 31, 2023	BUY	$47.71 - $51.06 $24,952 - $26,704	523 Added 0.76%	69,285 $3.39 Billion
Q2 2023 Jul 28, 2023	SELL	$47.6 - $50.24 $37,794 - $39,890	-794 Reduced 1.14%	68,762 $3.37 Billion
Q1 2023 Apr 18, 2023	BUY	$45.61 - $50.02 $243,785 - $267,356	5,345 Added 8.32%	69,556 $3.38 Billion
Q4 2022 Feb 21, 2023	BUY	$38.5 - $46.73 $2.47 Million - $3 Million	64,211 New	64,211 $2.95 Billion

Others Institutions Holding EFV

# of Institutions

1,082

Shares Held

324M

Call Options Held

Put Options Held

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

More about EFV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundation Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundation Wealth Management, LLC with notifications on news.

Account

Foundation Wealth Management, LLC Msci Eafe Value ETF Transaction History