Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Msci Eafe Value ETF Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $4.91 Billion
  • Q3 2025

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 1,871,231 shares of EFV stock, worth $131 Million. This represents 2.58% of its overall portfolio holdings.

Number of Shares
1,871,231
Previous 1,818,826 2.88%
Holding current value
$131 Million
Previous $115 Million 9.93%
% of portfolio
2.58%
Previous 2.64%

Shares

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

Nov 07, 2025
BUY
$62.79 - $68.42 $3.29 Million - $3.59 Million
52,405 Added 2.88%
1,871,231 $127 Million
Q2 2025

Jul 21, 2025
BUY
$52.4 - $64.65 $5.49 Million - $6.78 Million
104,864 Added 6.12%
1,818,826 $115 Million
Q1 2025

May 08, 2025
BUY
$51.88 - $60.73 $3.15 Million - $3.69 Million
60,697 Added 3.67%
1,713,962 $101 Million
Q4 2024

Jan 21, 2025
BUY
$51.78 - $57.15 $3.57 Million - $3.94 Million
68,990 Added 4.35%
1,653,265 $86.7 Million
Q3 2024

Oct 31, 2024
SELL
$51.72 - $57.96 $350,506 - $392,794
-6,777 Reduced 0.43%
1,584,275 $91.1 Million
Q2 2024

Aug 09, 2024
BUY
$52.34 - $56.41 $2.78 Million - $3 Million
53,094 Added 3.45%
1,591,052 $84.4 Million
Q1 2024

May 06, 2024
BUY
$50.46 - $54.5 $3.14 Million - $3.4 Million
62,294 Added 4.22%
1,537,958 $83.7 Million
Q4 2023

Feb 06, 2024
BUY
$46.57 - $52.25 $4.82 Million - $5.41 Million
103,494 Added 7.54%
1,475,664 $76.9 Million
Q3 2023

Nov 02, 2023
BUY
$47.71 - $51.06 $3.75 Million - $4.01 Million
78,604 Added 6.08%
1,372,170 $67.1 Million
Q2 2023

Aug 11, 2023
BUY
$47.6 - $50.24 $4.18 Million - $4.42 Million
87,904 Added 7.29%
1,293,566 $63.3 Million
Q1 2023

May 09, 2023
BUY
$45.61 - $50.02 $4.15 Million - $4.55 Million
91,000 Added 8.16%
1,205,662 $58.5 Million
Q4 2022

Feb 07, 2023
BUY
$38.5 - $46.73 $4.36 Million - $5.29 Million
113,252 Added 11.31%
1,114,662 $51.1 Million
Q3 2022

Nov 02, 2022
BUY
$38.45 - $45.24 $9.35 Million - $11 Million
243,187 Added 32.07%
1,001,410 $38.6 Million
Q2 2022

Aug 02, 2022
BUY
$43.33 - $50.78 $610,129 - $715,033
14,081 Added 1.89%
758,223 $32.9 Million
Q1 2022

May 13, 2022
BUY
$45.64 - $53.35 $1.09 Million - $1.27 Million
23,797 Added 3.3%
744,142 $37.4 Million
Q4 2021

Feb 14, 2022
BUY
$48.8 - $52.57 $3.44 Million - $3.7 Million
70,455 Added 10.84%
720,345 $36.3 Million
Q3 2021

Nov 02, 2021
BUY
$49.8 - $52.99 $4.19 Million - $4.45 Million
84,056 Added 14.86%
649,890 $33 Million
Q2 2021

Aug 12, 2021
BUY
$51.35 - $54.74 $4.96 Million - $5.28 Million
96,538 Added 20.57%
565,834 $29.3 Million
Q1 2021

May 17, 2021
BUY
$46.93 - $51.65 $1.53 Million - $1.69 Million
32,685 Added 7.49%
469,296 $23.9 Million
Q4 2020

Feb 12, 2021
BUY
$38.61 - $47.72 $2.21 Million - $2.74 Million
57,336 Added 15.12%
436,611 $20.6 Million
Q3 2020

Nov 12, 2020
BUY
$39.83 - $42.77 $1.64 Million - $1.76 Million
41,172 Added 12.18%
379,275 $15.3 Million
Q2 2020

Aug 12, 2020
BUY
$33.95 - $43.67 $1.17 Million - $1.51 Million
34,550 Added 11.38%
338,103 $13.5 Million
Q1 2020

May 11, 2020
BUY
$30.99 - $50.45 $5.45 Million - $8.87 Million
175,813 Added 137.63%
303,553 $10.8 Million
Q4 2019

Feb 13, 2020
BUY
$45.9 - $50.59 $1.15 Million - $1.27 Million
25,110 Added 24.47%
127,740 $6.38 Million
Q3 2019

Nov 13, 2019
BUY
$43.89 - $48.71 $1.39 Million - $1.55 Million
31,770 Added 44.83%
102,630 $4.86 Million
Q2 2019

Aug 12, 2019
BUY
$46.67 - $50.58 $1.63 Million - $1.77 Million
34,916 Added 97.14%
70,860 $3.41 Million
Q1 2019

May 13, 2019
SELL
$44.87 - $49.81 $527,940 - $586,064
-11,766 Reduced 24.66%
35,944 $1.76 Million
Q4 2018

Feb 13, 2019
BUY
$43.66 - $52.0 $2.08 Million - $2.48 Million
47,710 New
47,710 $2.16 Million
Q3 2018

Nov 13, 2018
SELL
$49.68 - $52.91 $396,694 - $422,486
-7,985 Closed
0 $0
Q2 2018

Aug 13, 2018
BUY
$50.85 - $56.38 $406,037 - $450,194
7,985 New
7,985 $410,000

Others Institutions Holding EFV

# of Institutions
1,253
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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