Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Msci Eafe Value ETF Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $4.37 Billion
- Q2 2025
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 1,818,826 shares of EFV stock, worth $124 Million. This represents 2.64% of its overall portfolio holdings.
Number of Shares
1,818,826
Previous 1,713,962
6.12%
Holding current value
$124 Million
Previous $101 Million
14.29%
% of portfolio
2.64%
Previous 2.63%
Shares
29 transactions
Others Institutions Holding EFV
# of Institutions
1,191Shares Held
357MCall Options Held
1.3MPut Options Held
0-
Envestnet Asset Management Inc70.1MShares$4.77 Billion1.37% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.7MShares$1.55 Billion0.51% of portfolio
-
Us Bancorp \De\13.6MShares$926 Million1.1% of portfolio
-
Jpmorgan Chase & CO New York, NY12.3MShares$837 Million0.06% of portfolio
-
Morgan Stanley New York, NY12MShares$816 Million0.05% of portfolio