Vertex Planning Partners, LLC Msci Eafe Value ETF Transaction History

Vertex Planning Partners, LLC

$479 Billion
Q2 2025

A detailed history of Vertex Planning Partners, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 162,846 shares of EFV stock, worth $10.7 Million. This represents 2.16% of its overall portfolio holdings.

Number of Shares

162,846

Previous 101,512 60.42%

Holding current value

$10.7 Million

Previous $5.98 Billion 72.78%

% of portfolio

2.16%

Previous 1.31%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$52.4 - $64.65 $3.21 Million - $3.97 Million	61,334 Added 60.42%	162,846 $10.3 Billion
Q1 2025 May 14, 2025	BUY	$51.88 - $60.73 $2.98 Million - $3.49 Million	57,483 Added 130.56%	101,512 $5.98 Billion
Q4 2024 Feb 12, 2025	BUY	$51.78 - $57.15 $27,857 - $30,746	538 Added 1.24%	44,029 $2.31 Billion
Q3 2024 Nov 07, 2024	BUY	$51.72 - $57.96 $1.41 Million - $1.58 Million	27,213 Added 167.18%	43,491 $2.5 Billion
Q2 2024 Aug 13, 2024	SELL	$52.34 - $56.41 $484,773 - $522,469	-9,262 Reduced 36.26%	16,278 $863 Million
Q1 2024 May 13, 2024	SELL	$50.46 - $54.5 $392,629 - $424,064	-7,781 Reduced 23.35%	25,540 $1.39 Billion
Q4 2023 Feb 14, 2024	BUY	$46.57 - $52.25 $24,682 - $27,692	530 Added 1.62%	33,321 $1.74 Billion
Q3 2023 Nov 14, 2023	BUY	$47.71 - $51.06 $523,903 - $560,689	10,981 Added 50.35%	32,791 $1.6 Billion
Q2 2023 Aug 14, 2023	BUY	$47.6 - $50.24 $7,473 - $7,887	157 Added 0.73%	21,810 $1.07 Billion
Q1 2023 May 16, 2023	SELL	$45.61 - $50.02 $187,685 - $205,832	-4,115 Reduced 15.97%	21,653 $1.05 Billion
Q4 2022 Feb 06, 2023	BUY	$38.5 - $46.73 $992,068 - $1.2 Million	25,768 New	25,768 $1.18 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

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Vertex Planning Partners, LLC Msci Eafe Value ETF Transaction History