Twin Peaks Wealth Advisors, LLC Msci Eafe Value ETF Transaction History

Twin Peaks Wealth Advisors, LLC

$220 Billion
Q1 2025

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 66,917 shares of EFV stock, worth $4.05 Million. This represents 1.76% of its overall portfolio holdings.

Number of Shares

66,917

Previous 77,557 13.72%

Holding current value

$4.05 Million

Previous $4.07 Billion 5.0%

% of portfolio

1.76%

Previous 1.72%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$51.88 - $60.73 $552,003 - $646,167	-10,640 Reduced 13.72%	66,917 $3.87 Billion
Q4 2024 Feb 04, 2025	BUY	$51.78 - $57.15 $717,204 - $791,584	13,851 Added 21.74%	77,557 $4.07 Billion
Q3 2024 Oct 25, 2024	BUY	$51.72 - $57.96 $2.1 Million - $2.36 Million	40,697 Added 176.87%	63,706 $3.67 Billion
Q2 2024 Jul 31, 2024	SELL	$52.34 - $56.41 $374,335 - $403,444	-7,152 Reduced 23.71%	23,009 $1.22 Billion
Q1 2024 Apr 23, 2024	SELL	$50.46 - $54.5 $132,507 - $143,117	-2,626 Reduced 8.01%	30,161 $1.64 Billion
Q4 2023 Jan 17, 2024	BUY	$46.57 - $52.25 $1.53 Million - $1.71 Million	32,787 New	32,787 $1.71 Billion

Others Institutions Holding EFV

# of Institutions

1,102

Shares Held

320M

Call Options Held

Put Options Held

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

More about EFV

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Twin Peaks Wealth Advisors, LLC Msci Eafe Value ETF Transaction History