Shotwell Rutter Baer Inc Msci Eafe Value ETF Transaction History

Shotwell Rutter Baer Inc

$167 Billion
Q4 2025

A detailed history of Shotwell Rutter Baer Inc transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Shotwell Rutter Baer Inc holds 5,220 shares of EFV stock, worth $366,757. This represents 0.23% of its overall portfolio holdings.

Number of Shares

5,220

Previous 5,460 4.4%

Holding current value

$366,757

Previous $373 Million 1.2%

% of portfolio

0.23%

Previous 0.24%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	SELL	$66.73 - $70.99 $16,015 - $17,037	-240 Reduced 4.4%	5,220 $377 Million
Q3 2025 Oct 09, 2025	SELL	$62.79 - $68.42 $31,206 - $34,004	-497 Reduced 8.34%	5,460 $373 Million
Q2 2025 Jul 07, 2025	SELL	$52.4 - $64.65 $10,375 - $12,800	-198 Reduced 3.22%	5,957 $381 Million
Q1 2025 Apr 08, 2025	SELL	$51.88 - $60.73 $5,810 - $6,801	-112 Reduced 1.79%	6,155 $333 Million
Q4 2024 Jan 13, 2025	BUY	$51.78 - $57.15 $9,113 - $10,058	176 Added 2.89%	6,267 $325 Million

Q3 2024 Oct 07, 2024	SELL	$51.72 - $57.96 $18,050 - $20,228	-349 Reduced 5.42%	6,091 $347 Million
Q2 2024 Jul 10, 2024	SELL	$52.34 - $56.41 $15,544 - $16,753	-297 Reduced 4.41%	6,440 $346 Million
Q1 2024 Apr 10, 2024	SELL	$50.46 - $54.5 $8,729 - $9,428	-173 Reduced 2.5%	6,737 $368 Million
Q4 2023 Jan 17, 2024	BUY	$46.57 - $52.25 $321,798 - $361,047	6,910 New	6,910 $360 Million

Others Institutions Holding EFV

# of Institutions

1,263

Shares Held

350M

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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Shotwell Rutter Baer Inc Msci Eafe Value ETF Transaction History