Shakespeare Wealth Management, Inc. Msci Eafe Value ETF Transaction History

Shakespeare Wealth Management, Inc.

  • $371 Million
  • Q2 2025

A detailed history of Shakespeare Wealth Management, Inc. transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 314,314 shares of EFV stock, worth $21.4 Million. This represents 5.38% of its overall portfolio holdings.

Number of Shares
314,314
Previous 303,219 3.66%
Holding current value
$21.4 Million
Previous $17.9 Million 11.64%
% of portfolio
5.38%
Previous 4.82%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$52.4 - $64.65 $581,378 - $717,291
11,095 Added 3.66%
314,314 $20 Million
Q1 2025

May 15, 2025
SELL
$51.88 - $60.73 $818,925 - $958,623
-15,785 Reduced 4.95%
303,219 $17.9 Million
Q4 2024

Feb 13, 2025
BUY
$51.78 - $57.15 $921,891 - $1.02 Million
17,804 Added 5.91%
319,004 $16.7 Million
Q3 2024

Nov 14, 2024
BUY
$51.72 - $57.96 $15.6 Million - $17.5 Million
301,200 New
301,200 $17.3 Million

Others Institutions Holding EFV

# of Institutions
1,180
Shares Held
358M
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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