Certus Wealth Management, LLC Msci Eafe Value ETF Transaction History

Certus Wealth Management, LLC

$142 Million
Q3 2024

A detailed history of Certus Wealth Management, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Certus Wealth Management, LLC holds 146,598 shares of EFV stock, worth $7.77 Million. This represents 5.95% of its overall portfolio holdings.

Number of Shares

146,598

Previous 85,894 70.67%

Holding current value

$7.77 Million

Previous $4.56 Million 85.14%

% of portfolio

5.95%

Previous 3.51%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$51.72 - $57.96 $3.14 Million - $3.52 Million	60,704 Added 70.67%	146,598 $8.43 Million
Q2 2024 Aug 02, 2024	SELL	$52.34 - $56.41 $2.57 Million - $2.77 Million	-49,149 Reduced 36.4%	85,894 $4.56 Million
Q1 2024 May 06, 2024	BUY	$50.46 - $54.5 $718,096 - $775,589	14,231 Added 11.78%	135,043 $7.35 Million
Q4 2023 Feb 09, 2024	BUY	$46.57 - $52.25 $25,054 - $28,110	538 Added 0.45%	120,812 $6.29 Million
Q3 2023 Nov 02, 2023	BUY	$47.71 - $51.06 $3.47 Million - $3.71 Million	72,739 Added 153.02%	120,274 $5.89 Million
Q2 2023 Aug 10, 2023	BUY	$47.6 - $50.24 $2.26 Million - $2.39 Million	47,535 New	47,535 $2.33 Billion

Others Institutions Holding EFV

# of Institutions

1,023

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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Certus Wealth Management, LLC Msci Eafe Value ETF Transaction History