Able Wealth Management LLC Msci Eafe Value ETF Transaction History

Able Wealth Management LLC

$266 Billion
Q3 2025

A detailed history of Able Wealth Management LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Able Wealth Management LLC holds 138,621 shares of EFV stock, worth $9.74 Million. This represents 3.53% of its overall portfolio holdings.

Number of Shares

138,621

Previous 83,670 65.68%

Holding current value

$9.74 Million

Previous $5.31 Billion 77.03%

% of portfolio

3.53%

Previous 2.68%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$62.79 - $68.42 $3.45 Million - $3.76 Million	54,951 Added 65.68%	138,621 $9.4 Billion
Q2 2025 Aug 06, 2025	BUY	$52.4 - $64.65 $2.68 Million - $3.31 Million	51,206 Added 157.73%	83,670 $5.31 Billion
Q1 2025 Apr 28, 2025	BUY	$51.88 - $60.73 $857,524 - $1 Million	16,529 Added 103.73%	32,464 $1.91 Billion
Q4 2024 Feb 03, 2025	BUY	$51.78 - $57.15 $179,521 - $198,139	3,467 Added 27.81%	15,935 $836 Million
Q3 2024 Nov 01, 2024	BUY	$51.72 - $57.96 $477,323 - $534,912	9,229 Added 284.93%	12,468 $717 Million

Q4 2023 Feb 20, 2024	BUY	$46.57 - $52.25 $150,840 - $169,237	3,239 New	3,239 $169 Million

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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Able Wealth Management LLC Msci Eafe Value ETF Transaction History