Discipline Wealth Solutions, LLC Msci Eafe Value ETF Transaction History

Discipline Wealth Solutions, LLC

  • $354 Million
  • Q3 2025

A detailed history of Discipline Wealth Solutions, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 26,559 shares of EFV stock, worth $1.87 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
26,559
Previous 19,091 39.12%
Holding current value
$1.87 Million
Previous $1.21 Million 48.72%
% of portfolio
0.51%
Previous 0.49%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
$62.79 - $68.42 $468,915 - $510,960
7,468 Added 39.12%
26,559 $1.8 Million
Q2 2025

Jul 07, 2025
BUY
$52.4 - $64.65 $406,886 - $502,007
7,765 Added 68.56%
19,091 $1.21 Million
Q1 2025

Apr 29, 2025
BUY
$51.88 - $60.73 $9,027 - $10,567
174 Added 1.56%
11,326 $667,000
Q4 2024

Feb 26, 2025
SELL
$51.78 - $57.15 $46,135 - $50,920
-891 Reduced 7.4%
11,152 $585,000
Q3 2024

Nov 19, 2024
BUY
$51.72 - $57.96 $256,634 - $287,597
4,962 Added 70.07%
12,043 $692,000
Q2 2024

Aug 07, 2024
BUY
$52.34 - $56.41 $370,619 - $399,439
7,081 New
7,081 $375,000

Others Institutions Holding EFV

# of Institutions
1,252
Shares Held
351M
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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