Blue Bell Private Wealth Management, LLC Msci Eafe Value ETF Transaction History

Blue Bell Private Wealth Management, LLC

$626 Million
Q3 2025

A detailed history of Blue Bell Private Wealth Management, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 312 shares of EFV stock, worth $21,921. This represents 0.0% of its overall portfolio holdings.

Number of Shares

312

Previous 284 9.86%

Holding current value

$21,921

Previous $18,000 16.67%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$62.79 - $68.42 $1,758 - $1,915	28 Added 9.86%	312 $21,000
Q1 2025 May 05, 2025	SELL	$51.88 - $60.73 $7,263 - $8,502	-140 Reduced 33.02%	284 $16,000
Q4 2024 Feb 06, 2025	BUY	$51.78 - $57.15 $4,867 - $5,372	94 Added 28.48%	424 $22,000
Q2 2024 Aug 05, 2024	BUY	$52.34 - $56.41 $8,740 - $9,420	167 Added 102.45%	330 $17,000
Q1 2024 Apr 24, 2024	BUY	$50.46 - $54.5 $1,160 - $1,253	23 Added 16.43%	163 $8,000

Q4 2021 Jan 26, 2022	BUY	$48.8 - $52.57 $6,832 - $7,359	140 New	140 $7,000
Q4 2019 Jan 22, 2020	SELL	$45.9 - $50.59 $1,147 - $1,264	-25 Closed	0 $0
Q3 2017 Oct 24, 2017	BUY	$53.95 - $54.6 $1,348 - $1,365	25	25 $1,000

Others Institutions Holding EFV

# of Institutions

1,251

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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Blue Bell Private Wealth Management, LLC Msci Eafe Value ETF Transaction History