Lifeworks Advisors, LLC Msci Eafe Value ETF Transaction History

Lifeworks Advisors, LLC

$720 Million
Q3 2025

A detailed history of Lifeworks Advisors, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 19,918 shares of EFV stock, worth $1.4 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

19,918

Previous 22,414 11.14%

Holding current value

$1.4 Million

Previous $1.42 Million 4.99%

% of portfolio

0.19%

Previous 0.22%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$62.79 - $68.42 $156,723 - $170,776	-2,496 Reduced 11.14%	19,918 $1.35 Million
Q2 2025 Aug 04, 2025	BUY	$52.4 - $64.65 $397,506 - $490,434	7,586 Added 51.16%	22,414 $1.42 Million
Q1 2025 May 06, 2025	SELL	$51.88 - $60.73 $115,484 - $135,184	-2,226 Reduced 13.05%	14,828 $873,000
Q4 2024 Feb 07, 2025	BUY	$51.78 - $57.15 $38,472 - $42,462	743 Added 4.56%	17,054 $894,000
Q3 2024 Nov 06, 2024	BUY	$51.72 - $57.96 $394,054 - $441,597	7,619 Added 87.66%	16,311 $938,000

Q2 2024 Aug 13, 2024	SELL	$52.34 - $56.41 $327,439 - $352,900	-6,256 Reduced 41.85%	8,692 $461,000
Q1 2024 May 10, 2024	BUY	$50.46 - $54.5 $754,276 - $814,666	14,948 New	14,948 $813,000

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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Lifeworks Advisors, LLC with notifications on news.

Account

Lifeworks Advisors, LLC Msci Eafe Value ETF Transaction History