Forthright Family Wealth Advisory LLC Msci Eafe Value ETF Transaction History

Forthright Family Wealth Advisory LLC

$140 Million
Q3 2025

A detailed history of Forthright Family Wealth Advisory LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 145,161 shares of EFV stock, worth $10.2 Million. This represents 7.02% of its overall portfolio holdings.

Number of Shares

145,161

Previous 159,073 8.75%

Holding current value

$10.2 Million

Previous $10.1 Million 2.49%

% of portfolio

7.02%

Previous 7.15%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$62.79 - $68.42 $873,534 - $951,859	-13,912 Reduced 8.75%	145,161 $9.85 Million
Q2 2025 Aug 13, 2025	SELL	$52.4 - $64.65 $175,173 - $216,124	-3,343 Reduced 2.06%	159,073 $10.1 Million
Q1 2025 Apr 30, 2025	BUY	$51.88 - $60.73 $85,757 - $100,386	1,653 Added 1.03%	162,416 $9.57 Million
Q4 2024 Mar 03, 2025	BUY	$51.78 - $57.15 $4.66 Million - $5.14 Million	89,995 Added 127.17%	160,763 $8.44 Million
Q3 2024 Dec 09, 2024	SELL	$51.72 - $57.96 $3.57 Million - $4 Million	-69,067 Reduced 49.39%	70,768 $3.9 Billion

Q2 2024 Aug 12, 2024	SELL	$52.34 - $56.41 $195,542 - $210,747	-3,736 Reduced 2.6%	139,835 $7.42 Billion
Q1 2024 Apr 29, 2024	BUY	$50.46 - $54.5 $432,997 - $467,664	8,581 Added 6.36%	143,571 $7.81 Billion
Q4 2023 Feb 28, 2024	BUY	$46.57 - $52.25 $6.29 Million - $7.05 Million	134,990 New	134,990 $7.03 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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Forthright Family Wealth Advisory LLC Msci Eafe Value ETF Transaction History