A detailed history of Beacon Financial Group transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Beacon Financial Group holds 13,203 shares of EFV stock, worth $712,433. This represents 0.08% of its overall portfolio holdings.

Number of Shares
13,203
Previous 8,424 56.73%
Holding current value
$712,433
Previous $446,000 70.18%
% of portfolio
0.08%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$51.72 - $57.96 $247,169 - $276,990
4,779 Added 56.73%
13,203 $759,000
Q2 2024

Aug 06, 2024

SELL
$52.34 - $56.41 $74,165 - $79,932
-1,417 Reduced 14.4%
8,424 $446,000
Q1 2024

May 07, 2024

SELL
$50.46 - $54.5 $15,743 - $17,004
-312 Reduced 3.07%
9,841 $535,000
Q4 2023

Feb 23, 2024

BUY
$46.57 - $52.25 $472,825 - $530,494
10,153 New
10,153 $528,000

Others Institutions Holding EFV

About MSCI EAFE VALUE ETF


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

Track Beacon Financial Group Portfolio

Follow Beacon Financial Group 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 Beacon Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Group with notifications on news.