Elevate Wealth Advisory, Inc Msci Eafe Value ETF Transaction History

Elevate Wealth Advisory, Inc

  • $141 Billion
  • Q1 2025

A detailed history of Elevate Wealth Advisory, Inc transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 82,579 shares of EFV stock, worth $5.26 Million. This represents 3.45% of its overall portfolio holdings.

Number of Shares
82,579
Previous 83,587 1.21%
Holding current value
$5.26 Million
Previous $4.39 Billion 10.98%
% of portfolio
3.45%
Previous 3.29%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$51.88 - $60.73 $52,295 - $61,215
-1,008 Reduced 1.21%
82,579 $4.87 Billion
Q4 2024

Feb 11, 2025
BUY
$51.78 - $57.15 $49,657 - $54,806
959 Added 1.16%
83,587 $4.39 Billion
Q3 2024

Nov 13, 2024
SELL
$51.72 - $57.96 $17,429 - $19,532
-337 Reduced 0.41%
82,628 $4.75 Billion
Q2 2024

Aug 12, 2024
SELL
$52.34 - $56.41 $20,098 - $21,661
-384 Reduced 0.46%
82,965 $4.4 Billion
Q1 2024

May 02, 2024
SELL
$50.46 - $54.5 $31,234 - $33,735
-619 Reduced 0.74%
83,349 $4.53 Billion
Q4 2023

Feb 14, 2024
BUY
$46.57 - $52.25 $3.91 Million - $4.39 Million
83,968 New
83,968 $4.37 Billion

Others Institutions Holding EFV

# of Institutions
1,125
Shares Held
297M
Call Options Held
1.56M
Put Options Held
0
View Full List

About MSCI EAFE VALUE ETF

EFV Quotes by TradingView
  • Ticker EFV
  • Sector ETFs
  • Industry ETFs
More about EFV
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