Avantax Advisory Services, Inc. Msci Eafe Value ETF Transaction History

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

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 396,926 shares of EFV stock, worth $25.3 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

396,926

Previous 460,861 13.87%

Holding current value

$25.3 Million

Previous $24.2 Million 3.25%

% of portfolio

0.15%

Previous 0.16%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$51.88 - $60.73 $3.32 Million - $3.88 Million	-63,935 Reduced 13.87%	396,926 $23.4 Million
Q4 2024 Feb 07, 2025	BUY	$51.78 - $57.15 $2.16 Million - $2.38 Million	41,647 Added 9.93%	460,861 $24.2 Million
Q3 2024 Nov 13, 2024	BUY	$51.72 - $57.96 $9.76 Million - $10.9 Million	188,639 Added 81.81%	419,214 $24.1 Million
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

# 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

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Avantax Advisory Services, Inc. Msci Eafe Value ETF Transaction History