A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 848,519 shares of EFV stock, worth $44.6 Million. This represents 6.06% of its overall portfolio holdings.

Number of Shares
848,519
Previous 837,531 1.31%
Holding current value
$44.6 Million
Previous $44.4 Billion 9.89%
% of portfolio
6.06%
Previous 5.98%

Shares

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

Oct 07, 2024

BUY
$51.72 - $57.96 $568,299 - $636,864
10,988 Added 1.31%
848,519 $48.8 Billion
Q2 2024

Jul 23, 2024

BUY
$52.34 - $56.41 $1.27 Million - $1.37 Million
24,273 Added 2.98%
837,531 $44.4 Billion
Q1 2024

Apr 12, 2024

SELL
$50.46 - $54.5 $626,057 - $676,181
-12,407 Reduced 1.5%
813,258 $44.2 Billion
Q4 2023

Apr 04, 2024

BUY
$46.57 - $52.25 $789,361 - $885,637
16,950 Added 2.1%
825,665 $37.9 Billion
Q3 2023

Apr 04, 2024

BUY
$47.71 - $51.06 $104,246 - $111,566
2,185 Added 0.27%
808,715 $39.6 Billion
Q2 2023

Apr 04, 2024

BUY
$47.6 - $50.24 $186,782 - $197,141
3,924 Added 0.49%
806,530 $39.5 Billion
Q1 2023

Apr 04, 2024

SELL
$45.61 - $50.02 $1.05 Million - $1.15 Million
-23,059 Reduced 2.79%
802,606 $39 Billion
Q4 2022

Apr 04, 2024

SELL
$38.5 - $46.73 $2.96 Million - $3.59 Million
-76,823 Reduced 8.51%
825,665 $37.9 Billion
Q3 2022

Apr 04, 2024

SELL
$38.45 - $45.24 $28,606 - $33,658
-744 Reduced 0.08%
902,488 $34.8 Billion
Q2 2022

Apr 04, 2024

BUY
$43.33 - $50.78 $39.1 Million - $45.9 Million
903,232 New
903,232 $39.2 Billion
Q1 2022

Apr 05, 2024

BUY
$45.64 - $53.35 $621,023 - $725,933
13,607 Added 1.59%
870,936 $43.8 Billion
Q4 2021

Apr 05, 2024

BUY
$48.8 - $52.57 $1.16 Million - $1.25 Million
23,811 Added 2.86%
857,329 $43.2 Billion
Q3 2021

Apr 05, 2024

BUY
$49.8 - $52.99 $575,289 - $612,140
11,552 Added 1.41%
833,518 $42.4 Billion
Q2 2021

Apr 05, 2024

BUY
$51.35 - $54.74 $2.04 Million - $2.18 Million
39,793 Added 5.09%
821,966 $42.5 Billion
Q1 2021

Apr 05, 2024

BUY
$46.93 - $51.65 $771,529 - $849,126
16,440 Added 2.15%
782,173 $39.9 Billion
Q4 2020

Apr 05, 2024

BUY
$38.61 - $47.72 $13.8 Million - $17.1 Million
357,965 Added 87.79%
765,733 $36.1 Billion
Q3 2020

Apr 05, 2024

BUY
$39.83 - $42.77 $7.88 Million - $8.46 Million
197,827 Added 94.23%
407,768 $16.5 Billion
Q2 2020

Apr 05, 2024

SELL
$33.95 - $43.67 $20.9 Million - $26.9 Million
-615,724 Reduced 74.57%
209,941 $8.39 Billion

Others Institutions Holding EFV

About MSCI EAFE VALUE ETF


  • Ticker EFV
  • Sector ETFs
  • Industry ETFs
More about EFV
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