Beaird Harris Wealth Management, LLC Msci Eafe Value ETF Transaction History

Beaird Harris Wealth Management, LLC

  • $1.01 Billion
  • Q2 2024

A detailed history of Beaird Harris Wealth Management, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 5,572 shares of EFV stock, worth $308,744. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,572
Previous 5,478 1.72%
Holding current value
$308,744
Previous $298,000 1.01%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Aug 15, 2024
BUY
$52.34 - $56.41 $4,919 - $5,302
94 Added 1.72%
5,572 $295,000
Q1 2024

May 15, 2024
SELL
$50.46 - $54.5 $44,808 - $48,396
-888 Reduced 13.95%
5,478 $298,000
Q4 2023

Feb 27, 2024
SELL
$46.57 - $52.25 $791 - $888
-17 Reduced 0.27%
6,366 $331,000
Q3 2023

Nov 15, 2023
SELL
$47.71 - $51.06 $1,860 - $1,991
-39 Reduced 0.61%
6,383 $312,000
Q2 2023

Jul 26, 2023
SELL
$47.6 - $50.24 $8,139 - $8,591
-171 Reduced 2.59%
6,422 $314,000
Q1 2023

Apr 24, 2023
SELL
$45.61 - $50.02 $7,708 - $8,453
-169 Reduced 2.5%
6,593 $319,000
Q4 2022

Feb 14, 2023
SELL
$38.5 - $46.73 $435,935 - $529,123
-11,323 Reduced 62.61%
6,762 $310,000
Q3 2022

Nov 02, 2022
BUY
$38.45 - $45.24 $130,614 - $153,680
3,397 Added 23.13%
18,085 $697,000
Q2 2022

Aug 12, 2022
SELL
$43.33 - $50.78 $49,612 - $58,143
-1,145 Reduced 7.23%
14,688 $637,000
Q1 2022

May 27, 2022
BUY
$45.64 - $53.35 $74,073 - $86,587
1,623 Added 11.42%
15,833 $796,000
Q4 2021

May 17, 2022
BUY
$48.8 - $52.57 $693,448 - $747,019
14,210 New
14,210 $716,000

Others Institutions Holding EFV

# of Institutions
974
Shares Held
236M
Call Options Held
0
Put Options Held
0
View Full List

About MSCI EAFE VALUE ETF

EFV Quotes by TradingView
  • Ticker EFV
  • Sector ETFs
  • Industry ETFs
More about EFV
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