Independent Solutions Wealth Management, LLC Msci Eafe Value ETF Transaction History

Independent Solutions Wealth Management, LLC

$442 Billion
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Dec 19, 2024	SELL	$47.71 - $51.06 $204,723 - $219,098	-4,291 Closed	0 $0
Q2 2023 Dec 19, 2024	SELL	$47.6 - $50.24 $12,328 - $13,012	-259 Reduced 5.69%	4,291 $210 Million
Q1 2023 Dec 19, 2024	SELL	$45.61 - $50.02 $61,482 - $67,426	-1,348 Reduced 22.86%	4,550 $221 Million
Q4 2022 Dec 19, 2024	BUY	$38.5 - $46.73 $227,073 - $275,613	5,898 New	5,898 $271 Million

Others Institutions Holding EFV

# of Institutions

1,034

Shares Held

299M

Call Options Held

1.46M

Put Options Held

Envestnet Asset Management Inc

54M
Shares

$2.9 Billion
1.03% of portfolio
Jones Financial Companies Lllp

14.6M
Shares

$788 Million
0.87% of portfolio
Jpmorgan Chase & CO New York, NY

13.2M
Shares

$711 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

12.8M
Shares

$687 Million
0.34% of portfolio
Us Bancorp \De\

12.3M
Shares

$662 Million
0.92% of portfolio

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

More about EFV

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