A detailed history of Smart Wealth LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Smart Wealth LLC holds 8,951 shares of EFV stock, worth $628,897. This represents 0.23% of its overall portfolio holdings.

Number of Shares
8,951
Previous 7,376 21.35%
Holding current value
$628,897
Previous $468 Million 29.67%
% of portfolio
0.23%
Previous 0.15%

Shares

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

Nov 07, 2025

BUY
$62.79 - $68.42 $98,894 - $107,761
1,575 Added 21.35%
8,951 $607 Million
Q2 2025

Aug 13, 2025

BUY
$52.4 - $64.65 $38,723 - $47,776
739 Added 11.13%
7,376 $468 Million
Q1 2025

Apr 29, 2025

BUY
$51.88 - $60.73 $67,392 - $78,888
1,299 Added 24.33%
6,637 $391 Million
Q4 2024

Jan 28, 2025

BUY
$51.78 - $57.15 $83,676 - $92,354
1,616 Added 43.42%
5,338 $280 Million
Q3 2024

Dec 13, 2024

BUY
$51.72 - $57.96 $192,501 - $215,727
3,722 New
3,722 $214 Million

Others Institutions Holding EFV

About MSCI EAFE VALUE ETF


  • Ticker EFV
  • Sector ETFs
  • Industry ETFs
More about EFV
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