West Wealth Group, LLC Msci Eafe Value ETF Transaction History

West Wealth Group, LLC

$394 Million
Q3 2025

A detailed history of West Wealth Group, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, West Wealth Group, LLC holds 428,476 shares of EFV stock, worth $30.1 Million. This represents 7.38% of its overall portfolio holdings.

Number of Shares

428,476

Previous 465,374 7.93%

Holding current value

$30.1 Million

Previous $29.5 Million 1.62%

% of portfolio

7.38%

Previous 8.05%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$62.79 - $68.42 $2.32 Million - $2.52 Million	-36,898 Reduced 7.93%	428,476 $29.1 Million
Q2 2025 Aug 13, 2025	BUY	$52.4 - $64.65 $7.38 Million - $9.11 Million	140,880 Added 43.42%	465,374 $29.5 Million
Q1 2025 May 05, 2025	SELL	$51.88 - $60.73 $2.7 Million - $3.16 Million	-52,029 Reduced 13.82%	324,494 $19.1 Million
Q4 2024 Jan 22, 2025	BUY	$51.78 - $57.15 $1.71 Million - $1.89 Million	32,996 Added 9.61%	376,523 $19.8 Million
Q3 2024 Oct 23, 2024	BUY	$51.72 - $57.96 $7.94 Million - $8.9 Million	153,538 Added 80.81%	343,527 $19.8 Million

Q2 2024 Aug 01, 2024	SELL	$52.34 - $56.41 $4.65 Million - $5.01 Million	-88,812 Reduced 31.85%	189,989 $10.1 Million
Q1 2024 May 08, 2024	SELL	$50.46 - $54.5 $4.18 Million - $4.52 Million	-82,884 Reduced 22.92%	278,801 $15.2 Million
Q4 2023 Jan 18, 2024	SELL	$46.57 - $52.25 $1.13 Million - $1.27 Million	-24,215 Reduced 6.27%	361,685 $18.8 Million
Q3 2023 Oct 06, 2023	BUY	$47.71 - $51.06 $5.31 Million - $5.68 Million	111,202 Added 40.48%	385,900 $18.9 Million
Q2 2023 Jul 26, 2023	BUY	$47.6 - $50.24 $284,600 - $300,384	5,979 Added 2.23%	274,698 $13.4 Million
Q1 2023 Apr 06, 2023	SELL	$45.61 - $50.02 $2.1 Million - $2.31 Million	-46,150 Reduced 14.66%	268,719 $13 Million
Q4 2022 Jan 23, 2023	SELL	$38.5 - $46.73 $1.22 Million - $1.48 Million	-31,729 Reduced 9.15%	314,869 $0
Q3 2022 Oct 21, 2022	SELL	$38.45 - $45.24 $3 Million - $3.53 Million	-78,071 Reduced 18.38%	346,598 $13.4 Million
Q2 2022 Jul 27, 2022	BUY	$43.33 - $50.78 $611,039 - $716,099	14,102 Added 3.43%	424,669 $18.4 Million
Q1 2022 May 05, 2022	BUY	$45.64 - $53.35 $318,704 - $372,543	6,983 Added 1.73%	410,567 $20.6 Million
Q4 2021 May 05, 2022	BUY	$48.8 - $52.57 $19.7 Million - $21.2 Million	403,584 New	403,584 $20.3 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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of West Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Wealth Group, LLC with notifications on news.

Account

West Wealth Group, LLC Msci Eafe Value ETF Transaction History