Foundation Wealth Management, LLC Msci Eafe Value ETF Transaction History

Foundation Wealth Management, LLC

  • $128 Billion
  • Q1 2025

A detailed history of Foundation Wealth Management, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Foundation Wealth Management, LLC holds 62,121 shares of EFV stock, worth $3.79 Million. This represents 2.87% of its overall portfolio holdings.

Number of Shares
62,121
Previous 64,001 2.94%
Holding current value
$3.79 Million
Previous $3.36 Billion 9.03%
% of portfolio
2.87%
Previous 2.61%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
SELL
$51.88 - $60.73 $97,534 - $114,172
-1,880 Reduced 2.94%
62,121 $3.66 Billion
Q4 2024

Feb 06, 2025
BUY
$51.78 - $57.15 $14,964 - $16,516
289 Added 0.45%
64,001 $3.36 Billion
Q3 2024

Oct 29, 2024
SELL
$51.72 - $57.96 $152,056 - $170,402
-2,940 Reduced 4.41%
63,712 $3.67 Billion
Q2 2024

Aug 13, 2024
SELL
$52.34 - $56.41 $22,087 - $23,805
-422 Reduced 0.63%
66,652 $3.53 Billion
Q1 2024

May 08, 2024
SELL
$50.46 - $54.5 $82,098 - $88,671
-1,627 Reduced 2.37%
67,074 $3.65 Billion
Q4 2023

Jan 24, 2024
SELL
$46.57 - $52.25 $27,196 - $30,514
-584 Reduced 0.84%
68,701 $3.58 Billion
Q3 2023

Oct 31, 2023
BUY
$47.71 - $51.06 $24,952 - $26,704
523 Added 0.76%
69,285 $3.39 Billion
Q2 2023

Jul 28, 2023
SELL
$47.6 - $50.24 $37,794 - $39,890
-794 Reduced 1.14%
68,762 $3.37 Billion
Q1 2023

Apr 18, 2023
BUY
$45.61 - $50.02 $243,785 - $267,356
5,345 Added 8.32%
69,556 $3.38 Billion
Q4 2022

Feb 21, 2023
BUY
$38.5 - $46.73 $2.47 Million - $3 Million
64,211 New
64,211 $2.95 Billion

Others Institutions Holding EFV

# of Institutions
1,110
Shares Held
299M
Call Options Held
0
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
Track This Portfolio

Track Foundation Wealth Management, LLC Portfolio

Follow Foundation Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundation Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundation Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email