Baker Tilly Wealth Management, LLC Msci Eafe Value ETF Transaction History

Baker Tilly Wealth Management, LLC

$429 Million
Q3 2025

A detailed history of Baker Tilly Wealth Management, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 5,120 shares of EFV stock, worth $348,416. This represents 0.08% of its overall portfolio holdings.

Number of Shares

5,120

Previous 3,462 47.89%

Holding current value

$348,416

Previous $219,000 58.45%

% of portfolio

0.08%

Previous 0.08%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	BUY	$62.79 - $68.42 $104,105 - $113,440	1,658 Added 47.89%	5,120 $347,000
Q2 2025 Jul 10, 2025	BUY	$52.4 - $64.65 $181,408 - $223,818	3,462 New	3,462 $219,000
Q2 2024 Jul 18, 2024	SELL	$52.34 - $56.41 $264,578 - $285,152	-5,055 Reduced 53.58%	4,379 $232,000
Q1 2024 May 09, 2024	SELL	$50.46 - $54.5 $323,549 - $349,454	-6,412 Reduced 40.46%	9,434 $513,000
Q4 2023 Jan 10, 2024	BUY	$46.57 - $52.25 $44,753 - $50,212	961 Added 6.46%	15,846 $825,000
Q3 2023 Oct 10, 2023	SELL	$47.71 - $51.06 $1.06 Million - $1.13 Million	-22,114 Reduced 59.77%	14,885 $728,000
Q2 2023 Jul 20, 2023	BUY	$47.6 - $50.24 $42,316 - $44,663	889 Added 2.46%	36,999 $1.81 Million
Q1 2023 Apr 12, 2023	SELL	$45.61 - $50.02 $188,186 - $206,382	-4,126 Reduced 10.25%	36,110 $1.75 Million
Q4 2022 Jan 26, 2023	BUY	$38.5 - $46.73 $508,123 - $616,742	13,198 Added 48.81%	40,236 $0
Q3 2022 Oct 20, 2022	SELL	$38.45 - $45.24 $635,616 - $747,862	-16,531 Reduced 37.94%	27,038 $1.04 Million
Q2 2022 Jul 28, 2022	BUY	$43.33 - $50.78 $40,166 - $47,073	927 Added 2.17%	43,569 $1.89 Million
Q1 2022 Apr 27, 2022	BUY	$45.64 - $53.35 $296,660 - $346,775	6,500 Added 17.98%	42,642 $2.14 Million
Q4 2021 Feb 08, 2022	SELL	$48.8 - $52.57 $469,895 - $506,196	-9,629 Reduced 21.04%	36,142 $1.82 Million
Q3 2021 Nov 02, 2021	BUY	$49.8 - $52.99 $319,616 - $340,089	6,418 Added 16.31%	45,771 $2.33 Million
Q2 2021 Jul 30, 2021	BUY	$51.35 - $54.74 $675,611 - $720,214	13,157 Added 50.23%	39,353 $2.04 Million
Q1 2021 Apr 28, 2021	BUY	$46.93 - $51.65 $1.23 Million - $1.35 Million	26,196 New	26,196 $1.34 Million

Others Institutions Holding EFV

# of Institutions

1,187

Shares Held

357M

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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Baker Tilly Wealth Management, LLC with notifications on news.

Account

Baker Tilly Wealth Management, LLC Msci Eafe Value ETF Transaction History