Bromfield Sneider Wealth Advisors Msci Eafe Value ETF Transaction History

Bromfield Sneider Wealth Advisors

$160 Million
Q1 2024

A detailed history of Bromfield Sneider Wealth Advisors transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Bromfield Sneider Wealth Advisors holds 109,669 shares of EFV stock, worth $6.1 Million. This represents 3.72% of its overall portfolio holdings.

Number of Shares

109,669

Previous 109,709 0.04%

Holding current value

$6.1 Million

Previous $5.72 Million 4.37%

% of portfolio

3.72%

Previous 3.9%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 10, 2024	SELL	$50.46 - $54.5 $2,018 - $2,180	-40 Reduced 0.04%	109,669 $5.97 Million
Q4 2023 Jan 05, 2024	BUY	$46.57 - $52.25 $14,203 - $15,936	305 Added 0.28%	109,709 $5.72 Million
Q2 2023 Jul 17, 2023	BUY	$47.6 - $50.24 $20,610 - $21,753	433 Added 0.4%	109,404 $5.35 Million
Q1 2023 Apr 06, 2023	BUY	$45.61 - $50.02 $41,049 - $45,018	900 Added 0.83%	108,971 $5.29 Million
Q4 2022 Jan 09, 2023	BUY	$38.5 - $46.73 $6,853 - $8,317	178 Added 0.16%	108,071 $0
Q2 2022 Jul 06, 2022	BUY	$43.33 - $50.78 $30,504 - $35,749	704 Added 0.66%	107,893 $4.68 Million
Q1 2022 Apr 12, 2022	BUY	$45.64 - $53.35 $23,002 - $26,888	504 Added 0.47%	107,189 $5.39 Million
Q4 2021 Jan 14, 2022	BUY	$48.8 - $52.57 $5.21 Million - $5.61 Million	106,685 New	106,685 $5.38 Million

Others Institutions Holding EFV

# of Institutions

1,059

Shares Held

303M

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bromfield Sneider Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Bromfield Sneider Wealth Advisors with notifications on news.

Account

Bromfield Sneider Wealth Advisors Msci Eafe Value ETF Transaction History