Ehrlich Financial Group Msci Eafe Value ETF Transaction History

Ehrlich Financial Group

$168 Billion
Q3 2025

A detailed history of Ehrlich Financial Group transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Ehrlich Financial Group holds 70,564 shares of EFV stock, worth $4.96 Million. This represents 2.84% of its overall portfolio holdings.

Number of Shares

70,564

Previous 66,226 6.55%

Holding current value

$4.96 Million

Previous $4.2 Billion 13.85%

% of portfolio

2.84%

Previous 2.72%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$62.79 - $68.42 $272,383 - $296,805	4,338 Added 6.55%	70,564 $4.79 Billion
Q2 2025 Jul 08, 2025	BUY	$52.4 - $64.65 $1.43 Million - $1.76 Million	27,214 Added 69.76%	66,226 $4.2 Billion
Q1 2025 Apr 11, 2025	SELL	$51.88 - $60.73 $2.14 Million - $2.51 Million	-41,330 Reduced 51.44%	39,012 $2.3 Billion
Q4 2024 Jan 13, 2025	BUY	$51.78 - $57.15 $36,142 - $39,890	698 Added 0.88%	80,342 $4.22 Billion
Q3 2024 Oct 07, 2024	BUY	$51.72 - $57.96 $1.9 Million - $2.13 Million	36,763 Added 85.73%	79,644 $4.58 Billion

Q2 2024 Jul 12, 2024	SELL	$52.34 - $56.41 $280,228 - $302,019	-5,354 Reduced 11.1%	42,881 $2.27 Billion
Q1 2024 Apr 15, 2024	SELL	$50.46 - $54.5 $48,492 - $52,374	-961 Reduced 1.95%	48,235 $2.62 Billion
Q4 2023 Feb 13, 2024	BUY	$46.57 - $52.25 $2.29 Million - $2.57 Million	49,196 New	49,196 $2.56 Billion

Others Institutions Holding EFV

# of Institutions

1,252

Shares Held

351M

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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Ehrlich Financial Group Msci Eafe Value ETF Transaction History