A detailed history of Sterling Wealth Management, Inc. transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 40,138 shares of EFV stock, worth $2.23 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
40,138
Previous 39,818 0.8%
Holding current value
$2.23 Million
Previous $2.17 Billion 1.72%
% of portfolio
1.01%
Previous 1.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$52.34 - $56.41 $16,748 - $18,051
320 Added 0.8%
40,138 $2.13 Billion
Q1 2024

May 15, 2024

SELL
$50.46 - $54.5 $6,913 - $7,466
-137 Reduced 0.34%
39,818 $2.17 Billion
Q4 2023

Feb 14, 2024

BUY
$46.57 - $52.25 $1.86 Million - $2.09 Million
39,955 New
39,955 $2.08 Billion

Others Institutions Holding EFV

About MSCI EAFE VALUE ETF


  • Ticker EFV
  • Sector ETFs
  • Industry ETFs
More about EFV
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