Discipline Wealth Solutions, LLC Msci Eafe Value ETF Transaction History

Discipline Wealth Solutions, LLC

  • $246 Million
  • Q2 2025

A detailed history of Discipline Wealth Solutions, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 19,091 shares of EFV stock, worth $1.26 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
19,091
Previous 11,326 68.56%
Holding current value
$1.26 Million
Previous $667,000 81.56%
% of portfolio
0.49%
Previous 0.34%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 07, 2025
BUY
$52.4 - $64.65 $406,886 - $502,007
7,765 Added 68.56%
19,091 $1.21 Million
Q1 2025

Apr 29, 2025
BUY
$51.88 - $60.73 $9,027 - $10,567
174 Added 1.56%
11,326 $667,000
Q4 2024

Feb 26, 2025
SELL
$51.78 - $57.15 $46,135 - $50,920
-891 Reduced 7.4%
11,152 $585,000
Q3 2024

Nov 19, 2024
BUY
$51.72 - $57.96 $256,634 - $287,597
4,962 Added 70.07%
12,043 $692,000
Q2 2024

Aug 07, 2024
BUY
$52.34 - $56.41 $370,619 - $399,439
7,081 New
7,081 $375,000

Others Institutions Holding EFV

# of Institutions
1,164
Shares Held
352M
Call Options Held
1.56M
Put Options Held
0
View Full List

About MSCI EAFE VALUE ETF

EFV Quotes by TradingView
  • Ticker EFV
  • Sector ETFs
  • Industry ETFs
More about EFV
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