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

Sterling Wealth Management, Inc.

$330 Billion
Q3 2025

A detailed history of Sterling Wealth Management, Inc. transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 42,259 shares of EFV stock, worth $2.97 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares

42,259

Previous 39,918 5.86%

Holding current value

$2.97 Million

Previous $2.53 Billion 13.12%

% of portfolio

0.87%

Previous 0.86%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 17, 2025	BUY	$62.79 - $68.42 $146,991 - $160,171	2,341 Added 5.86%	42,259 $2.87 Billion
Q2 2025 Aug 14, 2025	SELL	$52.4 - $64.65 $4,611 - $5,689	-88 Reduced 0.22%	39,918 $2.53 Billion
Q4 2024 Feb 14, 2025	SELL	$51.78 - $57.15 $2,071 - $2,286	-40 Reduced 0.1%	40,006 $2.1 Billion
Q3 2024 Nov 14, 2024	SELL	$51.72 - $57.96 $4,758 - $5,332	-92 Reduced 0.23%	40,046 $2.3 Billion
Q2 2024 Aug 14, 2024	BUY	$52.34 - $56.41 $16,748 - $18,051	320 Added 0.8%	40,138 $2.13 Billion

Q1 2024 May 15, 2024	SELL	$50.46 - $54.5 $6,913 - $7,466	-137 Reduced 0.34%	39,818 $2.17 Billion
Q4 2023 Feb 14, 2024	BUY	$46.57 - $52.25 $1.86 Million - $2.09 Million	39,955 New	39,955 $2.08 Billion

Others Institutions Holding EFV

# of Institutions

1,270

Shares Held

350M

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