Family Wealth Group, LLC Msci Eafe Value ETF Transaction History

Family Wealth Group, LLC

$105 Million
Q3 2025

A detailed history of Family Wealth Group, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Family Wealth Group, LLC holds 23,830 shares of EFV stock, worth $1.67 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares

23,830

Previous 23,696 0.57%

Holding current value

$1.67 Million

Previous $1.5 Million 7.45%

% of portfolio

1.54%

Previous 1.56%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$62.79 - $68.42 $8,413 - $9,168	134 Added 0.57%	23,830 $1.62 Million
Q2 2025 Aug 04, 2025	SELL	$52.4 - $64.65 $95,315 - $117,598	-1,819 Reduced 7.13%	23,696 $1.5 Million
Q1 2025 May 14, 2025	BUY	$51.88 - $60.73 $59,039 - $69,110	1,138 Added 4.67%	25,515 $1.5 Million
Q4 2024 May 14, 2025	BUY	$51.78 - $57.15 $45,462 - $50,177	878 Added 3.74%	24,377 $1.28 Million
Q3 2024 Apr 01, 2025	BUY	$51.72 - $57.96 $51,771 - $58,017	1,001 Added 4.45%	23,499 $1.35 Million

Q3 2024 Nov 14, 2024	BUY	$51.72 - $57.96 $37,238 - $41,731	720 Added 3.15%	23,573 $1.36 Million
Q2 2024 Apr 01, 2025	SELL	$52.34 - $56.41 $19,575 - $21,097	-374 Reduced 1.64%	22,498 $1.19 Million
Q2 2024 Aug 14, 2024	BUY	$52.34 - $56.41 $29,572 - $31,871	565 Added 2.53%	22,853 $1.21 Million
Q1 2024 Apr 01, 2025	SELL	$50.46 - $54.5 $23,211 - $25,070	-460 Reduced 1.97%	22,872 $1.24 Billion
Q1 2024 Aug 14, 2024	SELL	$50.46 - $54.5 $75,286 - $81,314	-1,492 Reduced 6.27%	22,288 $1.21 Million
Q4 2023 Apr 01, 2025	SELL	$46.57 - $52.25 $11,223 - $12,592	-241 Reduced 1.02%	23,332 $1.22 Billion
Q4 2023 Feb 14, 2024	BUY	$46.57 - $52.25 $1.11 Million - $1.24 Million	23,780 New	23,780 $1.24 Million

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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Family Wealth Group, LLC Msci Eafe Value ETF Transaction History