Shared Vision Wealth Group LLC Msci Eafe Value ETF Transaction History

Shared Vision Wealth Group LLC

$200 Billion
Q2 2025

A detailed history of Shared Vision Wealth Group LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 104,338 shares of EFV stock, worth $7.17 Million. This represents 3.3% of its overall portfolio holdings.

Number of Shares

104,338

Previous 89,743 16.26%

Holding current value

$7.17 Million

Previous $5.29 Billion 24.92%

% of portfolio

3.3%

Previous 2.89%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$52.4 - $64.65 $764,778 - $943,566	14,595 Added 16.26%	104,338 $6.61 Billion
Q1 2025 May 02, 2025	SELL	$51.88 - $60.73 $620,692 - $726,573	-11,964 Reduced 11.76%	89,743 $5.29 Billion
Q4 2024 Feb 06, 2025	BUY	$51.78 - $57.15 $428,013 - $472,401	8,266 Added 8.85%	101,707 $5.34 Billion
Q3 2024 Nov 12, 2024	BUY	$51.72 - $57.96 $2.04 Million - $2.29 Million	39,457 Added 73.09%	93,441 $5.38 Billion
Q2 2024 Jul 23, 2024	SELL	$52.34 - $56.41 $981,898 - $1.06 Million	-18,760 Reduced 25.79%	53,984 $2.86 Billion
Q1 2024 May 06, 2024	SELL	$50.46 - $54.5 $1.31 Million - $1.41 Million	-25,888 Reduced 26.25%	72,744 $3.96 Billion
Q4 2023 Feb 07, 2024	BUY	$46.57 - $52.25 $4.59 Million - $5.15 Million	98,632 New	98,632 $5.14 Billion

Others Institutions Holding EFV

# of Institutions

1,180

Shares Held

358M

Call Options Held

1.3M

Put Options Held

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

More about EFV

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Shared Vision Wealth Group LLC Msci Eafe Value ETF Transaction History