Beverly Hills Private Wealth, LLC Msci Eafe Value ETF Transaction History

Beverly Hills Private Wealth, LLC

$495 Billion
Q3 2024

A detailed history of Beverly Hills Private Wealth, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 7,346 shares of EFV stock, worth $382,359. This represents 0.09% of its overall portfolio holdings.

Number of Shares

7,346

Previous 4,303 70.72%

Holding current value

$382,359

Previous $228 Million 85.17%

% of portfolio

0.09%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$51.72 - $57.96 $157,383 - $176,372	3,043 Added 70.72%	7,346 $423 Million
Q2 2024 Aug 07, 2024	SELL	$52.34 - $56.41 $172,617 - $186,040	-3,298 Reduced 43.39%	4,303 $228 Million
Q1 2024 May 08, 2024	SELL	$50.46 - $54.5 $336,921 - $363,896	-6,677 Reduced 46.76%	7,601 $413 Million
Q4 2023 Jan 29, 2024	SELL	$46.57 - $52.25 $138,825 - $155,757	-2,981 Reduced 17.27%	14,278 $744 Million
Q3 2023 Nov 08, 2023	SELL	$47.71 - $51.06 $935,736 - $1 Million	-19,613 Reduced 53.19%	17,259 $844 Million
Q2 2023 Aug 09, 2023	BUY	$47.6 - $50.24 $1.15 Million - $1.21 Million	24,129 Added 189.35%	36,872 $1.83 Billion
Q1 2023 May 03, 2023	BUY	$45.61 - $50.02 $118,494 - $129,951	2,598 Added 25.61%	12,743 $618 Million
Q4 2022 Feb 13, 2023	BUY	$38.5 - $46.73 $390,582 - $474,075	10,145 New	10,145 $465 Million

Others Institutions Holding EFV

# of Institutions

1,022

Shares Held

297M

Call Options Held

1.46M

Put Options Held

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

More about EFV

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Beverly Hills Private Wealth, LLC Msci Eafe Value ETF Transaction History