Concurrent Investment Advisors, LLC Msci Eafe Value ETF Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 81,904 shares of EFV stock, worth $5.75 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

81,904

Previous 49,623 65.05%

Holding current value

$5.75 Million

Previous $3.15 Billion 76.36%

% of portfolio

0.1%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$62.79 - $68.42 $2.03 Million - $2.21 Million	32,281 Added 65.05%	81,904 $5.56 Billion
Q2 2025 Jul 25, 2025	BUY	$52.4 - $64.65 $1.06 Million - $1.31 Million	20,319 Added 69.34%	49,623 $3.15 Billion
Q1 2025 Apr 29, 2025	SELL	$51.88 - $60.73 $183,343 - $214,619	-3,534 Reduced 10.76%	29,304 $1.73 Billion
Q4 2024 Feb 03, 2025	SELL	$51.78 - $57.15 $1.43 Million - $1.58 Million	-27,666 Reduced 45.73%	32,838 $1.72 Billion
Q3 2024 Oct 30, 2024	BUY	$51.72 - $57.96 $1.88 Million - $2.1 Million	36,302 Added 150.0%	60,504 $3.48 Billion

Q2 2024 Jul 30, 2024	SELL	$52.34 - $56.41 $127,343 - $137,245	-2,433 Reduced 9.13%	24,202 $1.28 Billion
Q1 2024 May 07, 2024	SELL	$50.46 - $54.5 $1.06 Million - $1.15 Million	-21,085 Reduced 44.18%	26,635 $1.45 Billion
Q4 2023 Apr 15, 2024	BUY	$46.57 - $52.25 $2.22 Million - $2.49 Million	47,720 New	47,720 $2.49 Billion

Others Institutions Holding EFV

# of Institutions

1,270

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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Concurrent Investment Advisors, LLC Msci Eafe Value ETF Transaction History