Lodestone Wealth Management LLC Msci Eafe Value ETF Transaction History

Lodestone Wealth Management LLC

  • $222 Billion
  • Q3 2025

A detailed history of Lodestone Wealth Management LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 8,982 shares of EFV stock, worth $631,075. This represents 0.27% of its overall portfolio holdings.

Number of Shares
8,982
Previous 9,183 2.19%
Holding current value
$631,075
Previous $541 Million 12.56%
% of portfolio
0.27%
Previous 0.29%

Shares

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

Oct 24, 2025
SELL
$62.79 - $68.42 $12,620 - $13,752
-201 Reduced 2.19%
8,982 $609 Million
Q1 2025

Apr 28, 2025
BUY
$51.88 - $60.73 $985 - $1,153
19 Added 0.21%
9,183 $541 Million
Q3 2024

Oct 29, 2024
SELL
$51.72 - $57.96 $49,496 - $55,467
-957 Reduced 9.46%
9,164 $527 Million
Q2 2024

Jul 16, 2024
BUY
$52.34 - $56.41 $575 - $620
11 Added 0.11%
10,121 $537 Million
Q4 2023

Jan 24, 2024
SELL
$46.57 - $52.25 $43,636 - $48,958
-937 Reduced 8.48%
10,110 $527 Million
Q3 2023

Oct 20, 2023
SELL
$47.71 - $51.06 $281,250 - $300,998
-5,895 Reduced 34.8%
11,047 $541 Million
Q2 2023

Jul 25, 2023
SELL
$47.6 - $50.24 $694,150 - $732,649
-14,583 Reduced 46.26%
16,942 $829 Million
Q1 2023

May 15, 2023
SELL
$45.61 - $50.02 $30,285 - $33,213
-664 Reduced 2.06%
31,525 $1.53 Billion
Q4 2022

Feb 09, 2023
BUY
$38.5 - $46.73 $1.24 Million - $1.5 Million
32,189 New
32,189 $1.48 Billion

Others Institutions Holding EFV

# of Institutions
1,253
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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