Golden State Wealth Management, LLC Msci Eafe Value ETF Transaction History

Golden State Wealth Management, LLC

$667 Billion
Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 18,635 shares of EFV stock, worth $1.04 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

18,635

Previous 10,704 74.09%

Holding current value

$1.04 Million

Previous $538,000 181644.98%

% of portfolio

0.15%

Previous 0.11%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$51.78 - $57.15 $410,667 - $453,256	7,931 Added 74.09%	18,635 $978 Million
Q1 2022 May 19, 2022	BUY	$45.64 - $53.35 $301,041 - $351,896	6,596 Added 160.56%	10,704 $538,000
Q1 2022 May 16, 2022	SELL	$45.64 - $53.35 $462,333 - $540,435	-10,130 Reduced 71.15%	4,108 $209,000
Q4 2021 Feb 14, 2022	BUY	$48.8 - $52.57 $319,152 - $343,807	6,540 Added 84.96%	14,238 $717,000
Q3 2021 Nov 15, 2021	SELL	$49.8 - $52.99 $4,930 - $5,246	-99 Reduced 1.27%	7,698 $391,000
Q2 2021 Aug 12, 2021	BUY	$51.35 - $54.74 $189,430 - $201,935	3,689 Added 89.8%	7,797 $404,000
Q1 2021 May 14, 2021	BUY	$46.93 - $51.65 $192,788 - $212,178	4,108 New	4,108 $209,000
Q4 2020 Jan 28, 2021	SELL	$38.61 - $47.72 $65,868 - $81,410	-1,706 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$39.83 - $42.77 $67,949 - $72,965	1,706 New	1,706 $69,000
Q2 2020 Aug 11, 2020	SELL	$33.95 - $43.67 $40,027 - $51,486	-1,179 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$30.99 - $50.45 $36,537 - $59,480	1,179 New	1,179 $42,000

Others Institutions Holding EFV

# of Institutions

1,059

Shares Held

305M

Call Options Held

1.46M

Put Options Held

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

More about EFV

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Golden State Wealth Management, LLC Msci Eafe Value ETF Transaction History