Beam Wealth Advisors, Inc. Msci Eafe Value ETF Transaction History

Beam Wealth Advisors, Inc.

$330 Million
Q3 2025

A detailed history of Beam Wealth Advisors, Inc. transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 44,050 shares of EFV stock, worth $3.09 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares

44,050

Previous 38,814 13.49%

Holding current value

$3.09 Million

Previous $2.46 Million 21.27%

% of portfolio

0.91%

Previous 0.77%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$62.79 - $68.42 $328,768 - $358,247	5,236 Added 13.49%	44,050 $2.99 Million
Q2 2025 Aug 04, 2025	BUY	$52.4 - $64.65 $629,690 - $776,899	12,017 Added 44.84%	38,814 $2.46 Million
Q1 2025 May 09, 2025	BUY	$51.88 - $60.73 $29,312 - $34,312	565 Added 2.15%	26,797 $1.58 Million
Q4 2024 Feb 06, 2025	BUY	$51.78 - $57.15 $119,145 - $131,502	2,301 Added 9.62%	26,232 $1.38 Million
Q3 2024 Nov 04, 2024	BUY	$51.72 - $57.96 $202,690 - $227,145	3,919 Added 19.58%	23,931 $1.38 Million

Q2 2024 Aug 07, 2024	BUY	$52.34 - $56.41 $1.05 Million - $1.13 Million	20,012 New	20,012 $1.06 Million
Q1 2023 Apr 26, 2023	SELL	$45.61 - $50.02 $31,790 - $34,863	-697 Reduced 3.73%	17,981 $872,000
Q4 2022 Jan 20, 2023	BUY	$38.5 - $46.73 $719,103 - $872,822	18,678 New	18,678 $0

Others Institutions Holding EFV

# of Institutions

1,259

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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Beam Wealth Advisors, Inc. Msci Eafe Value ETF Transaction History