Abound Wealth Management Msci Eafe Value ETF Transaction History

Abound Wealth Management

$312 Billion
Q4 2024

A detailed history of Abound Wealth Management transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Abound Wealth Management holds 414 shares of EFV stock, worth $23,635. This represents 0.01% of its overall portfolio holdings.

Number of Shares

414

Previous 324 27.78%

Holding current value

$23,635

Previous $18.6 Million 16.58%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$51.78 - $57.15 $4,660 - $5,143	90 Added 27.78%	414 $21.7 Million
Q1 2024 Aug 08, 2024	SELL	$50.46 - $54.5 $403 - $436	-8 Reduced 2.41%	324 $17.6 Million
Q1 2023 Aug 07, 2024	BUY	$45.61 - $50.02 $15,142 - $16,606	332 New	332 $16.1 Million
Q4 2022 Aug 07, 2024	BUY	$38.5 - $46.73 $693 - $841	18 Added 2.79%	663 $30.4 Million
Q3 2022 Aug 07, 2024	BUY	$38.45 - $45.24 $12,034 - $14,160	313 Added 94.28%	645 $24.9 Million
Q2 2022 Aug 12, 2024	BUY	$43.33 - $50.78 $1,559 - $1,828	36 Added 11.11%	360 $15.6 Million
Q1 2022 Aug 12, 2024	SELL	$45.64 - $53.35 $40,208 - $47,001	-881 Reduced 70.99%	360 $18.1 Million
Q4 2021 Aug 12, 2024	BUY	$48.8 - $52.57 $44,749 - $48,206	917 Added 283.02%	1,241 $62.5 Million

Others Institutions Holding EFV

# of Institutions

1,074

Shares Held

323M

Call Options Held

290K

Put Options Held

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

More about EFV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Abound Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Abound Wealth Management with notifications on news.

Account

Abound Wealth Management Msci Eafe Value ETF Transaction History