Marks Group Wealth Management, Inc Msci Eafe Value ETF Transaction History

Marks Group Wealth Management, Inc

$1.03 Billion
Q3 2025

A detailed history of Marks Group Wealth Management, Inc transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Marks Group Wealth Management, Inc holds 265,209 shares of EFV stock, worth $18.6 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares

265,209

Previous 198,938 33.31%

Holding current value

$18.6 Million

Previous $12.6 Million 42.45%

% of portfolio

1.75%

Previous 1.23%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$62.79 - $68.42 $4.16 Million - $4.53 Million	66,271 Added 33.31%	265,209 $18 Million
Q2 2025 Jul 22, 2025	BUY	$52.4 - $64.65 $3.3 Million - $4.08 Million	63,038 Added 46.39%	198,938 $12.6 Million
Q1 2025 May 01, 2025	SELL	$51.88 - $60.73 $1.28 Million - $1.5 Million	-24,727 Reduced 15.39%	135,900 $8.01 Million
Q4 2024 Jan 29, 2025	BUY	$51.78 - $57.15 $296,906 - $327,698	5,734 Added 3.7%	160,627 $8.43 Million
Q3 2024 Oct 30, 2024	BUY	$51.72 - $57.96 $4.81 Million - $5.39 Million	92,924 Added 149.95%	154,893 $8.91 Million

Q2 2024 Aug 14, 2024	SELL	$52.34 - $56.41 $5.12 Million - $5.52 Million	-97,874 Reduced 61.23%	61,969 $3.29 Million
Q1 2024 Apr 29, 2024	BUY	$50.46 - $54.5 $344,591 - $372,180	6,829 Added 4.46%	159,843 $8.7 Million
Q4 2023 Feb 01, 2024	SELL	$46.57 - $52.25 $1.13 Million - $1.27 Million	-24,233 Reduced 13.67%	153,014 $7.97 Million
Q3 2023 Oct 30, 2023	BUY	$47.71 - $51.06 $2.31 Million - $2.48 Million	48,510 Added 37.68%	177,247 $8.67 Million
Q2 2023 Jul 19, 2023	BUY	$47.6 - $50.24 $257,325 - $271,597	5,406 Added 4.38%	128,737 $6.3 Million
Q1 2023 May 03, 2023	SELL	$45.61 - $50.02 $649,486 - $712,284	-14,240 Reduced 10.35%	123,331 $5.99 Million
Q4 2022 Feb 06, 2023	SELL	$38.5 - $46.73 $1.02 Million - $1.24 Million	-26,559 Reduced 16.18%	137,571 $6.31 Million
Q3 2022 Nov 10, 2022	BUY	$38.45 - $45.24 $123,347 - $145,129	3,208 Added 1.99%	164,130 $6.32 Million
Q2 2022 Aug 09, 2022	BUY	$43.33 - $50.78 $100,395 - $117,657	2,317 Added 1.46%	160,922 $6.98 Million
Q1 2022 May 10, 2022	BUY	$45.64 - $53.35 $595,145 - $695,684	13,040 Added 8.96%	158,605 $7.97 Million
Q4 2021 Feb 14, 2022	BUY	$48.8 - $52.57 $5.95 Million - $6.41 Million	121,896 Added 515.0%	145,565 $1.1 Million
Q3 2021 Nov 15, 2021	BUY	$49.8 - $52.99 $200,943 - $213,814	4,035 Added 20.55%	23,669 $1.21 Million
Q2 2021 Aug 10, 2021	BUY	$51.35 - $54.74 $1.01 Million - $1.07 Million	19,634 New	19,634 $1.02 Million

Others Institutions Holding EFV

# of Institutions

1,251

Shares Held

350M

Call Options Held

1.22M

Put Options Held

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

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Marks Group Wealth Management, Inc Msci Eafe Value ETF Transaction History