Shakespeare Wealth Management, Inc. Msci Eafe Value ETF Transaction History

Shakespeare Wealth Management, Inc.

  • $434 Million
  • Q3 2025

A detailed history of Shakespeare Wealth Management, Inc. transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 319,363 shares of EFV stock, worth $22.4 Million. This represents 4.99% of its overall portfolio holdings.

Number of Shares
319,363
Previous 314,314 1.61%
Holding current value
$22.4 Million
Previous $20 Million 8.57%
% of portfolio
4.99%
Previous 5.38%

Shares

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

Nov 04, 2025
BUY
$62.79 - $68.42 $317,026 - $345,452
5,049 Added 1.61%
319,363 $21.7 Million
Q2 2025

Aug 12, 2025
BUY
$52.4 - $64.65 $581,378 - $717,291
11,095 Added 3.66%
314,314 $20 Million
Q1 2025

May 15, 2025
SELL
$51.88 - $60.73 $818,925 - $958,623
-15,785 Reduced 4.95%
303,219 $17.9 Million
Q4 2024

Feb 13, 2025
BUY
$51.78 - $57.15 $921,891 - $1.02 Million
17,804 Added 5.91%
319,004 $16.7 Million
Q3 2024

Nov 14, 2024
BUY
$51.72 - $57.96 $15.6 Million - $17.5 Million
301,200 New
301,200 $17.3 Million

Others Institutions Holding EFV

# of Institutions
1,270
Shares Held
350M
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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