Legacy Wealth Asset Management, LLC Msci Eafe Value ETF Transaction History

Legacy Wealth Asset Management, LLC

$321 Million
Q1 2025

A detailed history of Legacy Wealth Asset Management, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Legacy Wealth Asset Management, LLC holds 4,593 shares of EFV stock, worth $265,337. This represents 0.09% of its overall portfolio holdings.

Number of Shares

4,593

Previous 25,355 81.89%

Holding current value

$265,337

Previous $1.33 Million 79.47%

% of portfolio

0.09%

Previous 0.41%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	SELL	$51.88 - $60.73 $1.08 Million - $1.26 Million	-20,762 Reduced 81.89%	4,593 $273,000
Q4 2024 Jan 14, 2025	BUY	$51.78 - $57.15 $1.08 Million - $1.19 Million	20,762 Added 452.04%	25,355 $1.33 Million
Q1 2024 Apr 19, 2024	BUY	$50.46 - $54.5 $4,238 - $4,578	84 Added 1.86%	4,593 $249,000
Q4 2023 Jan 10, 2024	SELL	$46.57 - $52.25 $3,911 - $4,389	-84 Reduced 1.83%	4,509 $234,000
Q4 2022 Feb 02, 2023	BUY	$38.5 - $46.73 $176,830 - $214,630	4,593 New	4,593 $210,000
Q2 2022 Jul 19, 2022	SELL	$43.33 - $50.78 $199,014 - $233,232	-4,593 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$48.8 - $52.57 $224,138 - $241,454	4,593 New	4,593 $231,000

Others Institutions Holding EFV

# of Institutions

1,100

Shares Held

324M

Call Options Held

Put Options Held

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

More about EFV

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Legacy Wealth Asset Management, LLC Msci Eafe Value ETF Transaction History