Beam Wealth Advisors, Inc. Msci Eafe Value ETF Transaction History

Beam Wealth Advisors, Inc.

$289 Million
Q1 2025

A detailed history of Beam Wealth Advisors, Inc. transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 26,797 shares of EFV stock, worth $1.75 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

26,797

Previous 26,232 2.15%

Holding current value

$1.75 Million

Previous $1.38 Million 14.75%

% of portfolio

0.55%

Previous 0.45%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$51.88 - $60.73 $29,312 - $34,312	565 Added 2.15%	26,797 $1.58 Million
Q4 2024 Feb 06, 2025	BUY	$51.78 - $57.15 $119,145 - $131,502	2,301 Added 9.62%	26,232 $1.38 Million
Q3 2024 Nov 04, 2024	BUY	$51.72 - $57.96 $202,690 - $227,145	3,919 Added 19.58%	23,931 $1.38 Million
Q2 2024 Aug 07, 2024	BUY	$52.34 - $56.41 $1.05 Million - $1.13 Million	20,012 New	20,012 $1.06 Million
Q1 2023 Apr 26, 2023	SELL	$45.61 - $50.02 $31,790 - $34,863	-697 Reduced 3.73%	17,981 $872,000
Q4 2022 Jan 20, 2023	BUY	$38.5 - $46.73 $719,103 - $872,822	18,678 New	18,678 $0

Others Institutions Holding EFV

# of Institutions

1,152

Shares Held

309M

Call Options Held

1.56M

Put Options Held

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

More about EFV

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Beam Wealth Advisors, Inc. Msci Eafe Value ETF Transaction History