Opes Wealth Management LLC Msci Eafe Value ETF Transaction History

Opes Wealth Management LLC

$567 Million
Q3 2025

A detailed history of Opes Wealth Management LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Opes Wealth Management LLC holds 4,958 shares of EFV stock, worth $348,349. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,958

Previous 4,958 -0.0%

Holding current value

$348,349

Previous $314,000 7.01%

% of portfolio

0.06%

Previous 0.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$51.88 - $60.73 $22,464 - $26,296	-433 Reduced 8.03%	4,958 $292,000
Q4 2024 Jan 30, 2025	SELL	$51.78 - $57.15 $2,589 - $2,857	-50 Reduced 0.92%	5,391 $282,000
Q1 2024 May 02, 2024	BUY	$50.46 - $54.5 $49,349 - $53,301	978 Added 21.91%	5,441 $295,000
Q4 2023 Jan 31, 2024	SELL	$46.57 - $52.25 $15,461 - $17,347	-332 Reduced 6.92%	4,463 $232,000
Q3 2023 Nov 02, 2023	SELL	$47.71 - $51.06 $76,860 - $82,257	-1,611 Reduced 25.15%	4,795 $234,000

Q2 2023 Aug 02, 2023	BUY	$47.6 - $50.24 $304,925 - $321,837	6,406 New	6,406 $313,000

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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Opes Wealth Management LLC Msci Eafe Value ETF Transaction History