Balance Wealth, LLC Msci Eafe Value ETF Transaction History

Balance Wealth, LLC

  • $312 Billion
  • Q4 2025

A detailed history of Balance Wealth, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Balance Wealth, LLC holds 7,549 shares of EFV stock, worth $530,392. This represents 0.17% of its overall portfolio holdings.

Number of Shares
7,549
Previous 7,548 0.01%
Holding current value
$530,392
Previous $512 Million 5.29%
% of portfolio
0.17%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 21, 2026
BUY
$66.73 - $70.99 $66 - $70
1 Added 0.01%
7,549 $539 Million
Q3 2025

Oct 20, 2025
SELL
$62.79 - $68.42 $7,974 - $8,689
-127 Reduced 1.65%
7,548 $512 Million
Q2 2025

Aug 13, 2025
SELL
$52.4 - $64.65 $198,072 - $244,377
-3,780 Reduced 33.0%
7,675 $487 Million
Q1 2025

Apr 23, 2025
BUY
$51.88 - $60.73 $594,285 - $695,662
11,455 New
11,455 $675 Million

Others Institutions Holding EFV

# of Institutions
1,276
Shares Held
350M
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
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