Org Wealth Partners, LLC Msci Eafe Value ETF Transaction History

Org Wealth Partners, LLC

  • $269 Million
  • Q3 2025

A detailed history of Org Wealth Partners, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Org Wealth Partners, LLC holds 7,698 shares of EFV stock, worth $540,861. This represents 0.19% of its overall portfolio holdings.

Number of Shares
7,698
Previous 6,915 11.32%
Holding current value
$540,861
Previous $438,000 19.18%
% of portfolio
0.19%
Previous 0.19%

Shares

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

Oct 24, 2025
BUY
$62.79 - $68.42 $49,164 - $53,572
783 Added 11.32%
7,698 $522,000
Q2 2025

Jul 16, 2025
SELL
$52.4 - $64.65 $11,790 - $14,546
-225 Reduced 3.15%
6,915 $438,000
Q1 2025

Apr 21, 2025
BUY
$51.88 - $60.73 $4,254 - $4,979
82 Added 1.16%
7,140 $420,000
Q4 2024

Jan 10, 2025
BUY
$51.78 - $57.15 $92,945 - $102,584
1,795 Added 34.11%
7,058 $370,000
Q3 2024

Oct 11, 2024
BUY
$51.72 - $57.96 $272,202 - $305,043
5,263 New
5,263 $303 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
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