Evolution Wealth Management Inc. Msci Eafe Value ETF Transaction History

Evolution Wealth Management Inc.

  • $97.4 Billion
  • Q3 2025

A detailed history of Evolution Wealth Management Inc. transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Evolution Wealth Management Inc. holds 11,303 shares of EFV stock, worth $794,148. This represents 0.79% of its overall portfolio holdings.

Number of Shares
11,303
Previous 6,327 78.65%
Holding current value
$794,148
Previous $402 Million 90.89%
% of portfolio
0.79%
Previous 0.49%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$62.79 - $68.42 $312,443 - $340,457
4,976 Added 78.65%
11,303 $767 Million
Q2 2025

Aug 29, 2025
BUY
$52.4 - $64.65 $331,534 - $409,040
6,327 New
6,327 $402 Million

Others Institutions Holding EFV

# of Institutions
1,254
Shares Held
351M
Call Options Held
1.22M
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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