A detailed history of Avantax Advisory Services, Inc. transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 230,575 shares of EFV stock, worth $13.3 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
230,575
Previous 289,621 20.39%
Holding current value
$13.3 Million
Previous $15.8 Million 22.38%
% of portfolio
0.09%
Previous 0.14%

Shares

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

Aug 09, 2024

SELL
$52.34 - $56.41 $3.09 Million - $3.33 Million
-59,046 Reduced 20.39%
230,575 $12.2 Million
Q1 2024

May 08, 2024

SELL
$50.46 - $54.5 $3.37 Million - $3.64 Million
-66,708 Reduced 18.72%
289,621 $15.8 Million
Q4 2023

Feb 07, 2024

SELL
$46.57 - $52.25 $568,712 - $638,077
-12,212 Reduced 3.31%
356,329 $18.6 Million
Q3 2023

Nov 07, 2023

BUY
$47.71 - $51.06 $6.13 Million - $6.56 Million
128,535 Added 53.55%
368,541 $18 Million
Q2 2023

Aug 11, 2023

BUY
$47.6 - $50.24 $683,202 - $721,094
14,353 Added 6.36%
240,006 $11.7 Million
Q1 2023

Apr 28, 2023

SELL
$45.61 - $50.02 $1.87 Million - $2.05 Million
-40,980 Reduced 15.37%
225,653 $11 Million
Q4 2022

Feb 13, 2023

BUY
$38.5 - $46.73 $2.59 Million - $3.14 Million
67,281 Added 33.75%
266,633 $12.2 Million
Q3 2022

Nov 01, 2022

BUY
$38.45 - $45.24 $1.32 Million - $1.56 Million
34,414 Added 20.86%
199,352 $7.68 Million
Q2 2022

Aug 02, 2022

BUY
$43.33 - $50.78 $2.14 Million - $2.51 Million
49,431 Added 42.79%
164,938 $7.16 Million
Q1 2022

Apr 27, 2022

BUY
$45.64 - $53.35 $819,055 - $957,419
17,946 Added 18.39%
115,507 $5.8 Million
Q4 2021

Jan 24, 2022

BUY
$48.8 - $52.57 $1.13 Million - $1.21 Million
23,097 Added 31.02%
97,561 $4.92 Million
Q3 2021

Oct 21, 2021

BUY
$49.8 - $52.99 $1.49 Million - $1.58 Million
29,890 Added 67.06%
74,464 $3.79 Million
Q2 2021

Jul 29, 2021

BUY
$51.35 - $54.74 $1.08 Million - $1.15 Million
20,988 Added 88.98%
44,574 $2.31 Million
Q1 2021

May 13, 2021

BUY
$46.93 - $51.65 $399,890 - $440,109
8,521 Added 56.56%
23,586 $1.2 Million
Q4 2020

Jan 22, 2021

SELL
$38.61 - $47.72 $456,061 - $563,668
-11,812 Reduced 43.95%
15,065 $709,000
Q3 2020

Oct 14, 2020

BUY
$39.83 - $42.77 $309,040 - $331,852
7,759 Added 40.58%
26,877 $1.08 Million
Q2 2020

Aug 06, 2020

SELL
$33.95 - $43.67 $1.85 Million - $2.38 Million
-54,613 Reduced 74.07%
19,118 $764,000
Q1 2020

Apr 30, 2020

BUY
$30.99 - $50.45 $1.91 Million - $3.11 Million
61,669 Added 511.27%
73,731 $2.63 Million
Q4 2019

Feb 14, 2020

BUY
$45.9 - $50.59 $553,645 - $610,216
12,062 New
12,062 $603,000

Others Institutions Holding EFV

About MSCI EAFE VALUE ETF


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

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. 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 Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.