Modern Wealth Management, LLC Msci Eafe Value ETF Transaction History

Modern Wealth Management, LLC

  • $3.04 Billion
  • Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 70,593 shares of EFV stock, worth $4.64 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
70,593
Previous 70,555 0.05%
Holding current value
$4.64 Million
Previous $4.16 Billion 99.9%
% of portfolio
0.14%
Previous 0.13%

Shares

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

May 30, 2025
BUY
$51.88 - $60.73 $1,971 - $2,307
38 Added 0.05%
70,593 $4.16 Million
Q1 2025

May 15, 2025
SELL
$51.88 - $60.73 $663,804 - $777,040
-12,795 Reduced 15.35%
70,555 $4.16 Billion
Q4 2024

May 30, 2025
SELL
$51.78 - $57.15 $251,133 - $277,177
-4,850 Reduced 6.87%
65,705 $3.45 Million
Q4 2024

May 29, 2025
SELL
$51.78 - $57.15 $251,133 - $277,177
-4,850 Reduced 6.87%
65,705 $3.45 Million
Q4 2024

Feb 11, 2025
BUY
$51.78 - $57.15 $2.83 Million - $3.13 Million
54,683 Added 190.75%
83,350 $4.66 Billion
Q3 2024

May 30, 2025
SELL
$51.72 - $57.96 $2.17 Million - $2.43 Million
-41,950 Reduced 59.46%
28,605 $1.65 Million
Q3 2024

May 29, 2025
SELL
$51.72 - $57.96 $2.17 Million - $2.43 Million
-41,950 Reduced 59.46%
28,605 $1.65 Million
Q3 2024

Nov 05, 2024
BUY
$51.72 - $57.96 $389,865 - $436,902
7,538 Added 35.68%
28,667 $1.65 Billion
Q2 2024

May 29, 2025
SELL
$52.34 - $56.41 $2.59 Million - $2.79 Million
-49,488 Reduced 70.14%
21,067 $1.12 Million
Q2 2024

Aug 07, 2024
BUY
$52.34 - $56.41 $658,384 - $709,581
12,579 Added 147.12%
21,129 $1.12 Billion
Q1 2024

May 28, 2025
SELL
$50.46 - $54.5 $3.03 Million - $3.27 Million
-60,090 Reduced 85.17%
10,465 $569 Million
Q1 2024

May 13, 2024
BUY
$50.46 - $54.5 $431,433 - $465,975
8,550 New
8,550 $475 Million

Others Institutions Holding EFV

# of Institutions
1,165
Shares Held
348M
Call Options Held
1.56M
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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