Journey Strategic Wealth LLC Msci Eafe Value ETF Transaction History

Journey Strategic Wealth LLC

$3.41 Billion
Q3 2025

A detailed history of Journey Strategic Wealth LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 14,018 shares of EFV stock, worth $984,904. This represents 0.03% of its overall portfolio holdings.

Number of Shares

14,018

Previous 17,323 19.08%

Holding current value

$984,904

Previous $1.1 Million 13.56%

% of portfolio

0.03%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$62.79 - $68.42 $207,520 - $226,128	-3,305 Reduced 19.08%	14,018 $950,000
Q2 2025 Aug 12, 2025	SELL	$52.4 - $64.65 $740,883 - $914,086	-14,139 Reduced 44.94%	17,323 $1.1 Million
Q1 2025 May 06, 2025	SELL	$51.88 - $60.73 $15,097 - $17,672	-291 Reduced 0.92%	31,462 $1.85 Million
Q4 2024 Jan 24, 2025	BUY	$51.78 - $57.15 $44,841 - $49,491	866 Added 2.8%	31,753 $1.67 Million
Q3 2024 Nov 12, 2024	BUY	$51.72 - $57.96 $215,206 - $241,171	4,161 Added 15.57%	30,887 $1.78 Million

Q2 2024 Aug 14, 2024	BUY	$52.34 - $56.41 $629,126 - $678,048	12,020 Added 81.74%	26,726 $1.42 Million
Q1 2024 May 13, 2024	BUY	$50.46 - $54.5 $742,064 - $801,477	14,706 New	14,706 $800,000
Q1 2022 May 16, 2022	SELL	$45.64 - $53.35 $333,537 - $389,881	-7,308 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$48.8 - $52.57 $356,630 - $384,181	7,308 New	7,308 $368,000

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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Journey Strategic Wealth LLC Msci Eafe Value ETF Transaction History