Keystone Wealth Services, LLC Msci Eafe Value ETF Transaction History

Keystone Wealth Services, LLC

  • $418 Million
  • Q3 2025

A detailed history of Keystone Wealth Services, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 8,549 shares of EFV stock, worth $600,652. This represents 0.14% of its overall portfolio holdings.

Number of Shares
8,549
Previous 6,688 27.83%
Holding current value
$600,652
Previous $424,000 36.56%
% of portfolio
0.14%
Previous 0.11%

Shares

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

Oct 22, 2025
BUY
$62.79 - $68.42 $116,852 - $127,329
1,861 Added 27.83%
8,549 $579,000
Q2 2025

Jul 09, 2025
BUY
$52.4 - $64.65 $262 - $323
5 Added 0.07%
6,688 $424,000
Q1 2025

Apr 17, 2025
SELL
$51.88 - $60.73 $27,548 - $32,247
-531 Reduced 7.36%
6,683 $393,000
Q4 2024

Feb 06, 2025
SELL
$51.78 - $57.15 $262,990 - $290,264
-5,079 Reduced 41.32%
7,214 $378,000
Q3 2024

Oct 15, 2024
SELL
$51.72 - $57.96 $15,929 - $17,851
-308 Reduced 2.44%
12,293 $707,000
Q2 2024

Jul 12, 2024
SELL
$52.34 - $56.41 $18,319 - $19,743
-350 Reduced 2.7%
12,601 $668,000
Q1 2024

Apr 12, 2024
SELL
$50.46 - $54.5 $1.84 Million - $1.99 Million
-36,535 Reduced 73.83%
12,951 $704,000
Q4 2023

Jan 17, 2024
BUY
$46.57 - $52.25 $7,311 - $8,203
157 Added 0.32%
49,486 $2.58 Million
Q3 2023

Oct 05, 2023
BUY
$47.71 - $51.06 $620,802 - $664,392
13,012 Added 35.83%
49,329 $2.41 Million
Q2 2023

Jul 20, 2023
SELL
$47.6 - $50.24 $269,320 - $284,257
-5,658 Reduced 13.48%
36,317 $1.78 Million
Q1 2023

Apr 07, 2023
SELL
$45.61 - $50.02 $93,409 - $102,440
-2,048 Reduced 4.65%
41,975 $2.04 Million
Q4 2022

Feb 09, 2023
SELL
$38.5 - $46.73 $19,866 - $24,112
-516 Reduced 1.16%
44,023 $2.02 Million
Q3 2022

Oct 31, 2022
SELL
$38.45 - $45.24 $551,334 - $648,696
-14,339 Reduced 24.35%
44,539 $1.72 Million
Q2 2022

Jul 13, 2022
SELL
$43.33 - $50.78 $100,308 - $117,555
-2,315 Reduced 3.78%
58,878 $2.56 Million
Q1 2022

Apr 21, 2022
BUY
$45.64 - $53.35 $77,907 - $91,068
1,707 Added 2.87%
61,193 $3.08 Million
Q4 2021

Feb 14, 2022
BUY
$48.8 - $52.57 $2.9 Million - $3.13 Million
59,486 New
59,486 $3 Million

Others Institutions Holding EFV

# of Institutions
1,252
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
Track This Portfolio

Track Keystone Wealth Services, LLC Portfolio

Follow Keystone Wealth Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Keystone Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keystone Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email