Ehrlich Financial Group Msci Eafe Value ETF Transaction History

Ehrlich Financial Group

$137 Billion
Q1 2025

A detailed history of Ehrlich Financial Group transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Ehrlich Financial Group holds 39,012 shares of EFV stock, worth $2.32 Million. This represents 1.68% of its overall portfolio holdings.

Number of Shares

39,012

Previous 80,342 51.44%

Holding current value

$2.32 Million

Previous $4.22 Billion 45.45%

% of portfolio

1.68%

Previous 3.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	SELL	$51.88 - $60.73 $2.14 Million - $2.51 Million	-41,330 Reduced 51.44%	39,012 $2.3 Billion
Q4 2024 Jan 13, 2025	BUY	$51.78 - $57.15 $36,142 - $39,890	698 Added 0.88%	80,342 $4.22 Billion
Q3 2024 Oct 07, 2024	BUY	$51.72 - $57.96 $1.9 Million - $2.13 Million	36,763 Added 85.73%	79,644 $4.58 Billion
Q2 2024 Jul 12, 2024	SELL	$52.34 - $56.41 $280,228 - $302,019	-5,354 Reduced 11.1%	42,881 $2.27 Billion
Q1 2024 Apr 15, 2024	SELL	$50.46 - $54.5 $48,492 - $52,374	-961 Reduced 1.95%	48,235 $2.62 Billion
Q4 2023 Feb 13, 2024	BUY	$46.57 - $52.25 $2.29 Million - $2.57 Million	49,196 New	49,196 $2.56 Billion

Others Institutions Holding EFV

# of Institutions

1,097

Shares Held

325M

Call Options Held

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 Ehrlich Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Ehrlich Financial Group with notifications on news.

Account

Ehrlich Financial Group Msci Eafe Value ETF Transaction History