Triad Wealth Partners, LLC Msci Eafe Value ETF Transaction History

Triad Wealth Partners, LLC

$775 Billion
Q3 2025

A detailed history of Triad Wealth Partners, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 223,069 shares of EFV stock, worth $15.7 Million. This represents 1.95% of its overall portfolio holdings.

Number of Shares

223,069

Previous 243,645 8.45%

Holding current value

$15.7 Million

Previous $15.5 Billion 2.17%

% of portfolio

1.95%

Previous 3.12%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$62.79 - $68.42 $1.29 Million - $1.41 Million	-20,576 Reduced 8.45%	223,069 $15.1 Billion
Q2 2025 Jul 21, 2025	BUY	$52.4 - $64.65 $5.22 Million - $6.44 Million	99,588 Added 69.13%	243,645 $15.5 Billion
Q1 2025 May 14, 2025	BUY	$51.88 - $60.73 $153,461 - $179,639	2,958 Added 2.1%	144,057 $8.49 Billion
Q4 2024 Feb 06, 2025	BUY	$51.78 - $57.15 $4.36 Million - $4.82 Million	84,262 Added 148.25%	141,099 $7.4 Billion
Q3 2024 Oct 21, 2024	BUY	$51.72 - $57.96 $2.92 Million - $3.27 Million	56,485 Added 16046.88%	56,837 $3.27 Billion

Q2 2024 Jul 18, 2024	BUY	$52.34 - $56.41 $18,423 - $19,856	352 New	352 $18.7 Million

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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Triad Wealth Partners, LLC Msci Eafe Value ETF Transaction History