A detailed history of Element Wealth, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Element Wealth, LLC holds 689 shares of EFV stock, worth $36,014. This represents 0.02% of its overall portfolio holdings.

Number of Shares
689
Previous 829 16.89%
Holding current value
$36,014
Previous $43,000 9.3%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$51.72 - $57.96 $7,240 - $8,114
-140 Reduced 16.89%
689 $39,000
Q2 2024

Aug 08, 2024

SELL
$52.34 - $56.41 $209 - $225
-4 Reduced 0.48%
829 $43,000
Q1 2024

May 09, 2024

BUY
$50.46 - $54.5 $33,505 - $36,188
664 Added 392.9%
833 $45,000
Q2 2023

Aug 07, 2023

BUY
$47.6 - $50.24 $8,044 - $8,490
169 New
169 $8,000
Q2 2022

Jul 22, 2022

BUY
$43.33 - $50.78 $5,242 - $6,144
121 New
121 $5,000

Others Institutions Holding EFV

About MSCI EAFE VALUE ETF


  • Ticker EFV
  • Sector ETFs
  • Industry ETFs
More about EFV
Track This Portfolio

Track Element Wealth, LLC Portfolio

Follow Element Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Element Wealth, LLC with notifications on news.