Wealth Plan Investment Management, LLC Msci Eafe Value ETF Transaction History

Wealth Plan Investment Management, LLC

$1.38 Billion
Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 19,009 shares of EFV stock, worth $1.34 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

19,009

Previous 67,277 71.75%

Holding current value

$1.34 Million

Previous $4.27 Million 69.81%

% of portfolio

0.09%

Previous 0.34%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$62.79 - $68.42 $3.03 Million - $3.3 Million	-48,268 Reduced 71.75%	19,009 $1.29 Million
Q2 2025 Jul 28, 2025	BUY	$52.4 - $64.65 $3.53 Million - $4.35 Million	67,277 New	67,277 $4.27 Million
Q3 2023 Nov 09, 2023	BUY	$47.71 - $51.06 $1.43 Million - $1.53 Million	30,007 New	30,007 $1.47 Million
Q4 2022 Feb 15, 2023	BUY	$38.5 - $46.73 $73,997 - $89,815	1,922 Added 6.03%	33,813 $1.55 Million
Q3 2022 Dec 12, 2022	BUY	$38.45 - $45.24 $139,342 - $163,949	3,624 Added 12.82%	31,891 $1.47 Million

Q1 2022 Sep 07, 2022	BUY	$45.64 - $53.35 $1.29 Million - $1.51 Million	28,267 New	28,267 $1.35 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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Wealth Plan Investment Management, LLC Msci Eafe Value ETF Transaction History