Westside Investment Management, Inc. Msci Eafe Value ETF Transaction History

Westside Investment Management, Inc.

$626 Billion
Q3 2025

A detailed history of Westside Investment Management, Inc. transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Westside Investment Management, Inc. holds 18,714 shares of EFV stock, worth $1.31 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

18,714

Previous 18,874 0.85%

Holding current value

$1.31 Million

Previous $1.2 Billion 5.95%

% of portfolio

0.2%

Previous 0.22%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$62.79 - $68.42 $10,046 - $10,947	-160 Reduced 0.85%	18,714 $1.27 Billion
Q2 2025 Aug 05, 2025	SELL	$52.4 - $64.65 $37,099 - $45,772	-708 Reduced 3.62%	18,874 $1.2 Billion
Q1 2025 Apr 25, 2025	SELL	$51.88 - $60.73 $71,905 - $84,171	-1,386 Reduced 6.61%	19,582 $1.15 Billion
Q4 2024 Jan 17, 2025	SELL	$51.78 - $57.15 $2,537 - $2,800	-49 Reduced 0.23%	20,968 $1.1 Billion
Q3 2024 Nov 20, 2024	BUY	$51.72 - $57.96 $47,065 - $52,743	910 Added 4.53%	21,017 $1.21 Billion

Q2 2024 Jul 17, 2024	BUY	$52.34 - $56.41 $38,993 - $42,025	745 Added 3.85%	20,107 $1.07 Billion
Q1 2024 Apr 19, 2024	BUY	$50.46 - $54.5 $31,537 - $34,062	625 Added 3.34%	19,362 $1.05 Billion
Q4 2023 Jan 12, 2024	SELL	$46.57 - $52.25 $191,216 - $214,538	-4,106 Reduced 17.97%	18,737 $976 Million
Q3 2023 Nov 15, 2023	SELL	$47.71 - $51.06 $10,973 - $11,743	-230 Reduced 1.0%	22,843 $1.12 Billion
Q2 2023 Jul 14, 2023	SELL	$47.6 - $50.24 $959,425 - $1.01 Million	-20,156 Reduced 46.63%	23,073 $1.13 Billion
Q1 2023 May 17, 2023	BUY	$45.61 - $50.02 $3,648 - $4,001	80 Added 0.19%	43,229 $2.1 Billion
Q4 2022 Jan 31, 2023	SELL	$38.5 - $46.73 $491,876 - $597,022	-12,776 Reduced 22.84%	43,149 $1.98 Million
Q3 2022 Nov 09, 2022	BUY	$38.45 - $45.24 $104,776 - $123,279	2,725 Added 5.12%	55,925 $2.15 Million
Q2 2022 Jul 15, 2022	BUY	$43.33 - $50.78 $202,134 - $236,888	4,665 Added 9.61%	53,200 $2.31 Million
Q1 2022 Apr 25, 2022	BUY	$45.64 - $53.35 $321,351 - $375,637	7,041 Added 16.97%	48,535 $2.44 Million
Q4 2021 Feb 15, 2022	BUY	$48.8 - $52.57 $77,006 - $82,955	1,578 Added 3.95%	41,494 $2.09 Million
Q3 2021 Oct 27, 2021	BUY	$49.8 - $52.99 $377,334 - $401,505	7,577 Added 23.43%	39,916 $2.03 Million
Q2 2021 Jul 28, 2021	BUY	$51.35 - $54.74 $227,223 - $242,224	4,425 Added 15.85%	32,339 $1.67 Million
Q1 2021 Apr 14, 2021	BUY	$46.93 - $51.65 $242,628 - $267,030	5,170 Added 22.73%	27,914 $1.42 Million
Q4 2020 Jan 15, 2021	BUY	$38.61 - $47.72 $153,474 - $189,687	3,975 Added 21.18%	22,744 $1.07 Million
Q3 2020 Oct 14, 2020	BUY	$39.83 - $42.77 $324,216 - $348,147	8,140 Added 76.58%	18,769 $757,000
Q2 2020 Jul 21, 2020	SELL	$33.95 - $43.67 $111,186 - $143,019	-3,275 Reduced 23.55%	10,629 $424,000
Q1 2020 Apr 16, 2020	SELL	$30.99 - $50.45 $136,170 - $221,677	-4,394 Reduced 24.01%	13,904 $496,000
Q2 2019 Jul 24, 2019	BUY	$46.67 - $50.58 $200,120 - $216,887	4,288 Added 30.61%	18,298 $879,000
Q4 2018 Feb 05, 2019	BUY	$43.66 - $52.0 $611,676 - $728,520	14,010 New	14,010 $633,000
Q3 2018 Nov 08, 2018	SELL	$49.68 - $52.91 $14,904 - $15,872	-300 Closed	0 $0
Q2 2017 Sep 14, 2017	BUY	N/A	120 Added 66.67%	300 $0
Q2 2017 Aug 15, 2017	BUY	N/A	180	180 $0

Others Institutions Holding EFV

# of Institutions

1,252

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Westside Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Westside Investment Management, Inc. with notifications on news.

Account

Westside Investment Management, Inc. Msci Eafe Value ETF Transaction History