Regimen Wealth, LLC Msci Eafe Value ETF Transaction History

Regimen Wealth, LLC

$322 Billion
Q2 2025

A detailed history of Regimen Wealth, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Regimen Wealth, LLC holds 45,896 shares of EFV stock, worth $3.02 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares

45,896

Previous 40,660 12.88%

Holding current value

$3.02 Million

Previous $2.4 Billion 21.61%

% of portfolio

0.9%

Previous 0.77%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	$52.4 - $64.65 $274,366 - $338,507	5,236 Added 12.88%	45,896 $2.91 Billion
Q1 2025 May 14, 2025	SELL	$51.88 - $60.73 $48,559 - $56,843	-936 Reduced 2.25%	40,660 $2.4 Billion
Q4 2024 Feb 13, 2025	BUY	$51.78 - $57.15 $834,538 - $921,086	16,117 Added 63.26%	41,596 $2.18 Billion
Q3 2024 Nov 13, 2024	SELL	$51.72 - $57.96 $7,189 - $8,056	-139 Reduced 0.54%	25,479 $1.47 Billion
Q2 2024 Aug 14, 2024	SELL	$52.34 - $56.41 $742,442 - $800,175	-14,185 Reduced 35.64%	25,618 $1.36 Billion
Q1 2024 May 14, 2024	SELL	$50.46 - $54.5 $12,211 - $13,189	-242 Reduced 0.6%	39,803 $2.17 Billion
Q4 2023 Feb 13, 2024	SELL	$46.57 - $52.25 $219,484 - $246,254	-4,713 Reduced 10.53%	40,045 $2.09 Billion
Q3 2023 Nov 13, 2023	BUY	$47.71 - $51.06 $694,943 - $743,739	14,566 Added 48.24%	44,758 $2.19 Billion
Q2 2023 Aug 08, 2023	SELL	$47.6 - $50.24 $359,427 - $379,362	-7,551 Reduced 20.01%	30,192 $1.48 Billion
Q1 2023 May 05, 2023	SELL	$45.61 - $50.02 $66,362 - $72,779	-1,455 Reduced 3.71%	37,743 $1.85 Billion
Q4 2022 Feb 06, 2023	BUY	$38.5 - $46.73 $1.51 Million - $1.83 Million	39,198 New	39,198 $1.8 Billion

Others Institutions Holding EFV

# of Institutions

1,165

Shares Held

348M

Call Options Held

1.56M

Put Options Held

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

More about EFV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Regimen Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regimen Wealth, LLC with notifications on news.

Account

Regimen Wealth, LLC Msci Eafe Value ETF Transaction History