Kingswood Wealth Advisors, LLC Msci Eafe Value ETF Transaction History

Kingswood Wealth Advisors, LLC

$1.27 Trillion
Q2 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 28,573 shares of EFV stock, worth $1.94 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

28,573

Previous 33,594 14.95%

Holding current value

$1.94 Million

Previous $1.98 Billion 8.42%

% of portfolio

0.14%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	$52.4 - $64.65 $263,100 - $324,607	-5,021 Reduced 14.95%	28,573 $1.81 Billion
Q1 2025 Jul 25, 2025	SELL	$51.88 - $60.73 $59,921 - $70,143	-1,155 Reduced 4.04%	27,418 $1.62 Billion
Q1 2025 Apr 21, 2025	BUY	$51.88 - $60.73 $295,093 - $345,432	5,688 Added 20.38%	33,594 $1.98 Billion
Q4 2024 Jan 22, 2025	BUY	$51.78 - $57.15 $316,479 - $349,300	6,112 Added 28.04%	27,906 $1.46 Billion
Q3 2024 Oct 21, 2024	BUY	$51.72 - $57.96 $158,987 - $178,169	3,074 Added 16.42%	21,794 $1.25 Billion
Q2 2024 Jul 09, 2024	BUY	$52.34 - $56.41 $103,266 - $111,296	1,973 Added 11.78%	18,720 $993 Million
Q1 2024 Apr 15, 2024	SELL	$50.46 - $54.5 $45,161 - $48,777	-895 Reduced 5.07%	16,747 $911 Million
Q4 2023 Jan 16, 2024	BUY	$46.57 - $52.25 $821,587 - $921,794	17,642 New	17,642 $919 Million

Others Institutions Holding EFV

# of Institutions

1,179

Shares Held

358M

Call Options Held

1.3M

Put Options Held

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

More about EFV

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Kingswood Wealth Advisors, LLC Msci Eafe Value ETF Transaction History