Balance Wealth, LLC Msci Eafe Value ETF Transaction History

Balance Wealth, LLC

$154 Billion
Q1 2025

A detailed history of Balance Wealth, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Balance Wealth, LLC holds 11,455 shares of EFV stock, worth $723,726. This represents 0.44% of its overall portfolio holdings.

Number of Shares

11,455

Holding current value

$723,726

% of portfolio

0.44%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 23, 2025	BUY	$51.88 - $60.73 $594,285 - $695,662	11,455 New	11,455 $675 Million

Others Institutions Holding EFV

# of Institutions

1,125

Shares Held

297M

Call Options Held

1.56M

Put Options Held

Envestnet Asset Management Inc

46.7M
Shares

$2.95 Billion
0.92% of portfolio
Lpl Financial LLC Fort Mill, SC

15.1M
Shares

$951 Million
0.36% of portfolio
Us Bancorp \De\

13.1M
Shares

$826 Million
1.04% of portfolio
Jpmorgan Chase & CO New York, NY

12.3M
Shares

$777 Million
0.06% of portfolio
Jones Financial Companies Lllp

9.82M
Shares

$621 Million
0.52% of portfolio

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

More about EFV

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