Dynamic Wealth Strategies, LLC Msci Eafe Value ETF Transaction History

Dynamic Wealth Strategies, LLC

$119 Million
Q1 2025

A detailed history of Dynamic Wealth Strategies, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 47,256 shares of EFV stock, worth $3.01 Million. This represents 2.33% of its overall portfolio holdings.

Number of Shares

47,256

Previous 53,385 11.48%

Holding current value

$3.01 Million

Previous $2.8 Million 0.57%

% of portfolio

2.33%

Previous 2.5%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$51.88 - $60.73 $317,972 - $372,214	-6,129 Reduced 11.48%	47,256 $2.79 Million
Q4 2024 Feb 13, 2025	BUY	$51.78 - $57.15 $34,330 - $37,890	663 Added 1.26%	53,385 $2.8 Million
Q3 2024 Nov 13, 2024	BUY	$51.72 - $57.96 $49,702 - $55,699	961 Added 1.86%	52,722 $3.03 Million
Q2 2024 Aug 15, 2024	BUY	$52.34 - $56.41 $45,378 - $48,907	867 Added 1.7%	51,761 $2.75 Million
Q1 2024 May 15, 2024	BUY	$50.46 - $54.5 $71,804 - $77,553	1,423 Added 2.88%	50,894 $2.77 Million
Q4 2023 Feb 13, 2024	BUY	$46.57 - $52.25 $2.3 Million - $2.58 Million	49,471 New	49,471 $2.58 Billion

Others Institutions Holding EFV

# of Institutions

1,125

Shares Held

296M

Call Options Held

1.56M

Put Options Held

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

More about EFV

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Dynamic Wealth Strategies, LLC Msci Eafe Value ETF Transaction History