A detailed history of Ehrlich Financial Group transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Ehrlich Financial Group holds 79,644 shares of EFV stock, worth $4.43 Million. This represents 3.27% of its overall portfolio holdings.

Number of Shares
79,644
Previous 42,881 85.73%
Holding current value
$4.43 Million
Previous $2.27 Billion 101.45%
% of portfolio
3.27%
Previous 1.8%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

BUY
$51.72 - $57.96 $1.9 Million - $2.13 Million
36,763 Added 85.73%
79,644 $4.58 Billion
Q2 2024

Jul 12, 2024

SELL
$52.34 - $56.41 $280,228 - $302,019
-5,354 Reduced 11.1%
42,881 $2.27 Billion
Q1 2024

Apr 15, 2024

SELL
$50.46 - $54.5 $48,492 - $52,374
-961 Reduced 1.95%
48,235 $2.62 Billion
Q4 2023

Feb 13, 2024

BUY
$46.57 - $52.25 $2.29 Million - $2.57 Million
49,196 New
49,196 $2.56 Billion

Others Institutions Holding EFV

About MSCI EAFE VALUE ETF


  • Ticker EFV
  • Sector ETFs
  • Industry ETFs
More about EFV
Track This Portfolio

Track Ehrlich Financial Group Portfolio

Follow Ehrlich Financial Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ehrlich Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Ehrlich Financial Group with notifications on news.