Wells Financial Advisors Inc Msci Eafe Value ETF Transaction History

Wells Financial Advisors Inc

  • $71.4 Million
  • Q2 2025

A detailed history of Wells Financial Advisors Inc transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Wells Financial Advisors Inc holds 2,520 shares of EFV stock, worth $165,664. This represents 0.22% of its overall portfolio holdings.

Number of Shares
2,520
Previous 965 161.14%
Holding current value
$165,664
Previous $56,000 183.93%
% of portfolio
0.22%
Previous 0.08%

Shares

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

Jul 25, 2025
BUY
$52.4 - $64.65 $81,482 - $100,530
1,555 Added 161.14%
2,520 $159,000
Q1 2025

May 09, 2025
BUY
$51.88 - $60.73 $25,940 - $30,365
500 Added 107.53%
965 $56,000
Q4 2024

Feb 11, 2025
SELL
$51.78 - $57.15 $10,252 - $11,315
-198 Reduced 29.86%
465 $24,000
Q3 2024

Nov 13, 2024
SELL
$51.72 - $57.96 $435,430 - $487,965
-8,419 Reduced 92.7%
663 $38,000
Q2 2024

Aug 09, 2024
BUY
$52.34 - $56.41 $475,351 - $512,315
9,082 New
9,082 $481,000

Others Institutions Holding EFV

# of Institutions
1,164
Shares Held
352M
Call Options Held
1.56M
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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