Balance Wealth, LLC Msci Eafe Value ETF Transaction History
Balance Wealth, LLC
- $405 Billion
- Q3 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 7,548 shares of EFV stock, worth $530,322. This represents 0.13% of its overall portfolio holdings.
Number of Shares
7,548
Previous 7,675
1.65%
Holding current value
$530,322
Previous $487 Million
5.08%
% of portfolio
0.13%
Previous 0.29%
Shares
3 transactions
Others Institutions Holding EFV
# of Institutions
1,252Shares Held
351MCall Options Held
1.22MPut Options Held
0-
Envestnet Asset Management Inc60.5MShares$4.25 Billion1.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC20.7MShares$1.46 Billion0.44% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$1 Billion0.06% of portfolio
-
Us Bancorp \De\14MShares$983 Million1.15% of portfolio
-
Morgan Stanley New York, NY11.8MShares$826 Million0.05% of portfolio