Elevate Wealth Advisory, Inc Msci Eafe Value ETF Transaction History

Elevate Wealth Advisory, Inc

$138 Billion
Q3 2025

A detailed history of Elevate Wealth Advisory, Inc transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 77,360 shares of EFV stock, worth $5.44 Million. This represents 3.81% of its overall portfolio holdings.

Number of Shares

77,360

Previous 78,988 2.06%

Holding current value

$5.44 Million

Previous $5.01 Billion 4.65%

% of portfolio

3.81%

Previous 3.57%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	SELL	$62.79 - $68.42 $102,222 - $111,387	-1,628 Reduced 2.06%	77,360 $5.25 Billion
Q2 2025 Jul 23, 2025	SELL	$52.4 - $64.65 $188,168 - $232,158	-3,591 Reduced 4.35%	78,988 $5.01 Billion
Q1 2025 May 14, 2025	SELL	$51.88 - $60.73 $52,295 - $61,215	-1,008 Reduced 1.21%	82,579 $4.87 Billion
Q4 2024 Feb 11, 2025	BUY	$51.78 - $57.15 $49,657 - $54,806	959 Added 1.16%	83,587 $4.39 Billion
Q3 2024 Nov 13, 2024	SELL	$51.72 - $57.96 $17,429 - $19,532	-337 Reduced 0.41%	82,628 $4.75 Billion

Q2 2024 Aug 12, 2024	SELL	$52.34 - $56.41 $20,098 - $21,661	-384 Reduced 0.46%	82,965 $4.4 Billion
Q1 2024 May 02, 2024	SELL	$50.46 - $54.5 $31,234 - $33,735	-619 Reduced 0.74%	83,349 $4.53 Billion
Q4 2023 Feb 14, 2024	BUY	$46.57 - $52.25 $3.91 Million - $4.39 Million	83,968 New	83,968 $4.37 Billion

Others Institutions Holding EFV

# of Institutions

1,254

Shares Held

351M

Call Options Held

1.22M

Put Options Held

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

More about EFV

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Elevate Wealth Advisory, Inc Msci Eafe Value ETF Transaction History