Fermata Advisors, LLC Msci Eafe Value ETF Transaction History

Fermata Advisors, LLC

  • $495 Million
  • Q1 2025

A detailed history of Fermata Advisors, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Fermata Advisors, LLC holds 6,755 shares of EFV stock, worth $408,812. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,755
Previous 6,861 1.54%
Holding current value
$408,812
Previous $359,000 11.7%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Apr 10, 2025
SELL
$51.88 - $60.73 $5,499 - $6,437
-106 Reduced 1.54%
6,755 $401,000
Q3 2024

Oct 09, 2024
BUY
$51.72 - $57.96 $17,895 - $20,054
346 Added 5.31%
6,861 $394,000
Q2 2024

Jul 12, 2024
SELL
$52.34 - $56.41 $13,922 - $15,005
-266 Reduced 3.92%
6,515 $345,000
Q1 2024

Apr 12, 2024
BUY
$50.46 - $54.5 $93,098 - $100,552
1,845 Added 37.38%
6,781 $368,000
Q4 2023

Jan 19, 2024
BUY
$46.57 - $52.25 $229,869 - $257,906
4,936 New
4,936 $257,000

Others Institutions Holding EFV

# of Institutions
1,102
Shares Held
320M
Call Options Held
0
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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