Arkadios Wealth Advisors Msci Eafe Value ETF Transaction History

Arkadios Wealth Advisors

$2.49 Billion
Q1 2025

A detailed history of Arkadios Wealth Advisors transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Arkadios Wealth Advisors holds 71,931 shares of EFV stock, worth $4.58 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

71,931

Previous 18,883 280.93%

Holding current value

$4.58 Million

Previous $990,000 328.18%

% of portfolio

0.17%

Previous 0.06%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$51.88 - $60.73 $2.75 Million - $3.22 Million	53,048 Added 280.93%	71,931 $4.24 Million
Q4 2024 Jan 15, 2025	BUY	$51.78 - $57.15 $245,644 - $271,119	4,744 Added 33.55%	18,883 $990,000
Q3 2024 Oct 24, 2024	BUY	$51.72 - $57.96 $85,906 - $96,271	1,661 Added 13.31%	14,139 $813,000
Q2 2024 Jul 29, 2024	BUY	$52.34 - $56.41 $264,317 - $284,870	5,050 Added 67.99%	12,478 $661,000
Q1 2024 Apr 30, 2024	SELL	$50.46 - $54.5 $72,965 - $78,807	-1,446 Reduced 16.29%	7,428 $404,000
Q4 2023 Jan 24, 2024	BUY	$46.57 - $52.25 $11,130 - $12,487	239 Added 2.77%	8,874 $462,000
Q3 2023 Oct 13, 2023	BUY	$47.71 - $51.06 $151,336 - $161,962	3,172 Added 58.06%	8,635 $422,000
Q2 2023 Jul 26, 2023	SELL	$47.6 - $50.24 $6,997 - $7,385	-147 Reduced 2.62%	5,463 $267,000
Q1 2023 May 02, 2023	BUY	$45.61 - $50.02 $32,702 - $35,864	717 Added 14.65%	5,610 $272,000
Q4 2022 Jan 11, 2023	BUY	$38.5 - $46.73 $188,380 - $228,649	4,893 New	4,893 $0
Q4 2021 Feb 03, 2022	SELL	$48.8 - $52.57 $70,613 - $76,068	-1,447 Closed	0 $0
Q3 2021 Oct 19, 2021	BUY	$49.8 - $52.99 $16,732 - $17,804	336 Added 30.24%	1,447 $73,000
Q2 2021 Jul 28, 2021	BUY	$51.35 - $54.74 $25,418 - $27,096	495 Added 80.36%	1,111 $57,000
Q1 2021 Apr 26, 2021	BUY	$46.93 - $51.65 $28,908 - $31,816	616 New	616 $31,000

Others Institutions Holding EFV

# of Institutions

1,156

Shares Held

311M

Call Options Held

1.56M

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 Arkadios Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Arkadios Wealth Advisors with notifications on news.

Account

Arkadios Wealth Advisors Msci Eafe Value ETF Transaction History