Herold Advisors, Inc. Msci Eafe Value ETF Transaction History

Herold Advisors, Inc.

  • $439 Million
  • Q1 2025

A detailed history of Herold Advisors, Inc. transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Herold Advisors, Inc. holds 5,718 shares of EFV stock, worth $364,408. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,718
Previous 8,883 35.63%
Holding current value
$364,408
Previous $466,000 27.68%
% of portfolio
0.08%
Previous 0.11%

Shares

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

May 13, 2025
SELL
$51.88 - $60.73 $164,200 - $192,210
-3,165 Reduced 35.63%
5,718 $337,000
Q4 2024

Feb 14, 2025
BUY
$51.78 - $57.15 $14,653 - $16,173
283 Added 3.29%
8,883 $466,000
Q3 2024

Nov 14, 2024
BUY
$51.72 - $57.96 $444,792 - $498,456
8,600 New
8,600 $494,000
Q4 2023

Feb 02, 2024
SELL
$46.57 - $52.25 $93,698 - $105,127
-2,012 Reduced 27.19%
5,387 $280,000
Q3 2023

Nov 08, 2023
BUY
$47.71 - $51.06 $111,641 - $119,480
2,340 Added 46.25%
7,399 $362,000
Q1 2023

Apr 19, 2023
BUY
$45.61 - $50.02 $230,740 - $253,051
5,059 New
5,059 $245,000

Others Institutions Holding EFV

# of Institutions
1,156
Shares Held
311M
Call Options Held
1.56M
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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