Twin Peaks Wealth Advisors, LLC Msci Eafe Value ETF Transaction History

Twin Peaks Wealth Advisors, LLC

  • $293 Billion
  • Q3 2025

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 98,315 shares of EFV stock, worth $6.91 Million. This represents 2.28% of its overall portfolio holdings.

Number of Shares
98,315
Previous 115,617 14.96%
Holding current value
$6.91 Million
Previous $7.69 Billion 13.24%
% of portfolio
2.28%
Previous 2.49%

Shares

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

Oct 30, 2025
SELL
$62.79 - $68.42 $1.09 Million - $1.18 Million
-17,302 Reduced 14.96%
98,315 $6.67 Billion
Q2 2025

Aug 13, 2025
BUY
$52.4 - $64.65 $2.55 Million - $3.15 Million
48,700 Added 72.78%
115,617 $7.69 Billion
Q1 2025

Apr 16, 2025
SELL
$51.88 - $60.73 $552,003 - $646,167
-10,640 Reduced 13.72%
66,917 $3.87 Billion
Q4 2024

Feb 04, 2025
BUY
$51.78 - $57.15 $717,204 - $791,584
13,851 Added 21.74%
77,557 $4.07 Billion
Q3 2024

Oct 25, 2024
BUY
$51.72 - $57.96 $2.1 Million - $2.36 Million
40,697 Added 176.87%
63,706 $3.67 Billion
Q2 2024

Jul 31, 2024
SELL
$52.34 - $56.41 $374,335 - $403,444
-7,152 Reduced 23.71%
23,009 $1.22 Billion
Q1 2024

Apr 23, 2024
SELL
$50.46 - $54.5 $132,507 - $143,117
-2,626 Reduced 8.01%
30,161 $1.64 Billion
Q4 2023

Jan 17, 2024
BUY
$46.57 - $52.25 $1.53 Million - $1.71 Million
32,787 New
32,787 $1.71 Billion

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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