Holistic Planning, LLC Msci Eafe Value ETF Transaction History

Holistic Planning, LLC

$349 Billion
Q2 2025

A detailed history of Holistic Planning, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 6,482 shares of EFV stock, worth $442,266. This represents 0.12% of its overall portfolio holdings.

Number of Shares

6,482

Previous 4,813 34.68%

Holding current value

$442,266

Previous $284 Million 45.06%

% of portfolio

0.12%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$52.4 - $64.65 $87,455 - $107,900	1,669 Added 34.68%	6,482 $411 Million
Q1 2025 Apr 23, 2025	SELL	$51.88 - $60.73 $16,186 - $18,947	-312 Reduced 6.09%	4,813 $284 Million
Q4 2024 Jan 24, 2025	SELL	$51.78 - $57.15 $74,925 - $82,696	-1,447 Reduced 22.02%	5,125 $269 Million
Q3 2024 Nov 01, 2024	SELL	$51.72 - $57.96 $48,565 - $54,424	-939 Reduced 12.5%	6,572 $378 Million
Q2 2024 Jul 22, 2024	SELL	$52.34 - $56.41 $31,613 - $34,071	-604 Reduced 7.44%	7,511 $409 Million
Q1 2024 May 01, 2024	SELL	$50.46 - $54.5 $50,964 - $55,045	-1,010 Reduced 11.07%	8,115 $441 Million
Q4 2023 Feb 14, 2024	BUY	$46.57 - $52.25 $424,951 - $476,781	9,125 New	9,125 $475 Million

Others Institutions Holding EFV

# of Institutions

1,183

Shares Held

358M

Call Options Held

1.3M

Put Options Held

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

More about EFV

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Holistic Planning, LLC Msci Eafe Value ETF Transaction History