Bam Wealth Management, LLC Msci Eafe Value ETF Transaction History

Bam Wealth Management, LLC

$129 Billion
Q3 2025

A detailed history of Bam Wealth Management, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Bam Wealth Management, LLC holds 8,674 shares of EFV stock, worth $589,745. This represents 0.46% of its overall portfolio holdings.

Number of Shares

8,674

Holding current value

$589,745

% of portfolio

0.46%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 31, 2025	BUY	$62.79 - $68.42 $544,640 - $593,475	8,674 New	8,674 $588 Million

Others Institutions Holding EFV

# of Institutions

1,219

Shares Held

355M

Call Options Held

1.3M

Put Options Held

Envestnet Asset Management Inc

60.5M
Shares

$4.11 Billion
1.27% of portfolio
Lpl Financial LLC Fort Mill, SC

22.7M
Shares

$1.54 Billion
0.51% of portfolio
Us Bancorp \De\

13.6M
Shares

$926 Million
1.1% of portfolio
Jpmorgan Chase & CO New York, NY

12.3M
Shares

$836 Million
0.06% of portfolio
Morgan Stanley New York, NY

12M
Shares

$815 Million
0.05% of portfolio

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

More about EFV

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Bam Wealth Management, LLC Msci Eafe Value ETF Transaction History