Phillips Financial Management, LLC Msci Eafe Value ETF Transaction History

Phillips Financial Management, LLC

  • $1.45 Billion
  • Q3 2025

A detailed history of Phillips Financial Management, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Phillips Financial Management, LLC holds 562 shares of EFV stock, worth $38,244. This represents 0.0% of its overall portfolio holdings.

Number of Shares
562
Previous 622 9.65%
Holding current value
$38,244
Previous $39,000 2.56%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 24, 2025
SELL
$62.79 - $68.42 $3,767 - $4,105
-60 Reduced 9.65%
562 $38,000
Q2 2025

Jul 30, 2025
BUY
$52.4 - $64.65 $52 - $64
1 Added 0.16%
622 $39,000
Q4 2024

Feb 10, 2025
BUY
$51.78 - $57.15 $51 - $57
1 Added 0.16%
621 $32,000
Q2 2024

Aug 08, 2024
BUY
$52.34 - $56.41 $11,253 - $12,128
215 Added 53.09%
620 $32,000
Q1 2024

Apr 23, 2024
SELL
$50.46 - $54.5 $7,013 - $7,575
-139 Reduced 25.55%
405 $22,000
Q4 2023

Jan 25, 2024
BUY
$46.57 - $52.25 $25,334 - $28,424
544 New
544 $28,000

Others Institutions Holding EFV

# of Institutions
1,216
Shares Held
355M
Call Options Held
1.3M
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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