Forum Financial Management, LP Msci Eafe Value ETF Transaction History

Forum Financial Management, LP

  • $5.05 Billion
  • Q4 2024

A detailed history of Forum Financial Management, LP transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Forum Financial Management, LP holds 5,933 shares of EFV stock, worth $355,505. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,933
Previous 5,933 -0.0%
Holding current value
$355,505
Previous $311,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$51.78 - $57.15 $6,317 - $6,972
122 Added 2.1%
5,933 $311,000
Q3 2024

Oct 29, 2024
BUY
$51.72 - $57.96 $23,532 - $26,371
455 Added 8.5%
5,811 $334,000
Q2 2024

Jul 30, 2024
SELL
$52.34 - $56.41 $23,553 - $25,384
-450 Reduced 7.75%
5,356 $284,000
Q1 2024

May 09, 2024
BUY
$50.46 - $54.5 $19,931 - $21,527
395 Added 7.3%
5,806 $315,000
Q2 2023

Jul 26, 2023
SELL
$47.6 - $50.24 $17,136 - $18,086
-360 Reduced 6.24%
5,411 $264,000
Q1 2023

Apr 19, 2023
BUY
$45.61 - $50.02 $2,827 - $3,101
62 Added 1.09%
5,771 $280,000
Q4 2022

Jan 24, 2023
SELL
$38.5 - $46.73 $15,015 - $18,224
-390 Reduced 6.39%
5,709 $0
Q2 2022

Aug 15, 2022
SELL
$43.33 - $50.78 $41,640 - $48,799
-961 Reduced 13.61%
6,099 $265,000
Q1 2022

May 16, 2022
SELL
$45.64 - $53.35 $5,066 - $5,921
-111 Reduced 1.55%
7,060 $354,000
Q4 2021

Feb 18, 2022
BUY
$48.8 - $52.57 $349,944 - $376,979
7,171 New
7,171 $361,000

Others Institutions Holding EFV

# of Institutions
1,092
Shares Held
324M
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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