Financial Synergies Wealth Advisors, Inc. Msci Eafe Value ETF Transaction History

Financial Synergies Wealth Advisors, Inc.

$742 Billion
Q2 2024

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 837,531 shares of EFV stock, worth $47.6 Million. This represents 5.98% of its overall portfolio holdings.

Number of Shares

837,531

Previous 813,258 2.98%

Holding current value

$47.6 Million

Previous $44.2 Billion 0.41%

% of portfolio

5.98%

Previous 5.8%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

964

Shares Held

226M

Call Options Held

Put Options Held

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About MSCI EAFE VALUE ETF

Ticker EFV
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Industry ETFs

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Financial Synergies Wealth Advisors, Inc. Msci Eafe Value ETF Transaction History