A detailed history of Family Wealth Group, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Family Wealth Group, LLC holds 23,573 shares of EFV stock, worth $1.27 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares
23,573
Previous 22,853 3.15%
Holding current value
$1.27 Million
Previous $1.21 Million 11.88%
% of portfolio
1.46%
Previous 1.31%

Shares

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

Nov 14, 2024

BUY
$51.72 - $57.96 $37,238 - $41,731
720 Added 3.15%
23,573 $1.36 Million
Q2 2024

Aug 14, 2024

BUY
$52.34 - $56.41 $29,572 - $31,871
565 Added 2.53%
22,853 $1.21 Million
Q1 2024

Aug 14, 2024

SELL
$50.46 - $54.5 $75,286 - $81,314
-1,492 Reduced 6.27%
22,288 $1.21 Million
Q4 2023

Feb 14, 2024

BUY
$46.57 - $52.25 $1.11 Million - $1.24 Million
23,780 New
23,780 $1.24 Million

Others Institutions Holding EFV

About MSCI EAFE VALUE ETF


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

Track Family Wealth Group, LLC Portfolio

Follow Family Wealth Group, 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 Family Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Family Wealth Group, LLC with notifications on news.