Montis Financial, LLC Msci Eafe Value ETF Transaction History

Montis Financial, LLC

$430 Million
Q3 2025

A detailed history of Montis Financial, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Montis Financial, LLC holds 7,621 shares of EFV stock, worth $518,151. This represents 0.12% of its overall portfolio holdings.

Number of Shares

7,621

Holding current value

$518,151

% of portfolio

0.12%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 28, 2025	BUY	$62.79 - $68.42 $478,522 - $521,428	7,621 New	7,621 $516,000

Others Institutions Holding EFV

# of Institutions

1,222

Shares Held

345M

Call Options Held

1.3M

Put Options Held

Envestnet Asset Management Inc

60.5M
Shares

$4.11 Billion
1.27% of portfolio
Lpl Financial LLC Fort Mill, SC

22.7M
Shares

$1.54 Billion
0.51% of portfolio
Us Bancorp \De\

13.6M
Shares

$926 Million
1.1% of portfolio
Jpmorgan Chase & CO New York, NY

12.3M
Shares

$836 Million
0.06% of portfolio
Morgan Stanley New York, NY

12M
Shares

$815 Million
0.05% of portfolio

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

More about EFV

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Montis Financial, LLC Msci Eafe Value ETF Transaction History