A detailed history of Journey Strategic Wealth LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 30,887 shares of EFV stock, worth $1.66 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
30,887
Previous 26,726 15.57%
Holding current value
$1.66 Million
Previous $1.42 Million 25.34%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Nov 12, 2024

BUY
$51.72 - $57.96 $215,206 - $241,171
4,161 Added 15.57%
30,887 $1.78 Million
Q2 2024

Aug 14, 2024

BUY
$52.34 - $56.41 $629,126 - $678,048
12,020 Added 81.74%
26,726 $1.42 Million
Q1 2024

May 13, 2024

BUY
$50.46 - $54.5 $742,064 - $801,477
14,706 New
14,706 $800,000
Q1 2022

May 16, 2022

SELL
$45.64 - $53.35 $333,537 - $389,881
-7,308 Closed
0 $0
Q4 2021

Feb 14, 2022

BUY
$48.8 - $52.57 $356,630 - $384,181
7,308 New
7,308 $368,000

Others Institutions Holding EFV

About MSCI EAFE VALUE ETF


  • Ticker EFV
  • Sector ETFs
  • Industry ETFs
More about EFV
Track This Portfolio

Track Journey Strategic Wealth LLC Portfolio

Follow Journey Strategic Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Journey Strategic Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Journey Strategic Wealth LLC with notifications on news.