A detailed history of Liberty Wealth Management LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Liberty Wealth Management LLC holds 140,958 shares of EFV stock, worth $7.81 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
140,958
Previous 78,094 80.5%
Holding current value
$7.81 Million
Previous $4.24 Million 19.68%
% of portfolio
0.62%
Previous 0.83%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

BUY
$52.34 - $56.41 $3.29 Million - $3.55 Million
62,864 Added 80.5%
140,958 $3.41 Million
Q1 2024

May 02, 2024

SELL
$50.46 - $54.5 $3.3 Million - $3.57 Million
-65,463 Reduced 45.6%
78,094 $4.24 Million
Q4 2023

Feb 08, 2024

SELL
$46.57 - $52.25 $205,559 - $230,631
-4,414 Reduced 2.98%
143,557 $7.48 Million
Q3 2023

Nov 13, 2023

BUY
$47.71 - $51.06 $1.34 Million - $1.44 Million
28,179 Added 23.52%
147,971 $7.24 Million
Q2 2023

Aug 10, 2023

BUY
$47.6 - $50.24 $35,604 - $37,579
748 Added 0.63%
119,792 $5.86 Million
Q1 2023

May 03, 2023

SELL
$45.61 - $50.02 $5.23 Million - $5.74 Million
-114,681 Reduced 49.07%
119,044 $5.78 Million
Q3 2022

Nov 15, 2022

SELL
$38.45 - $45.24 $1.27 Million - $1.49 Million
-33,003 Reduced 12.37%
233,725 $9 Million
Q2 2022

Aug 15, 2022

BUY
$43.33 - $50.78 $879,079 - $1.03 Million
20,288 Added 8.23%
266,728 $11.6 Million
Q1 2022

May 09, 2022

SELL
$45.64 - $53.35 $133,633 - $156,208
-2,928 Reduced 1.17%
246,440 $12.3 Million
Q4 2021

Feb 15, 2022

BUY
$48.8 - $52.57 $1.38 Million - $1.49 Million
28,261 Added 12.78%
249,368 $12.5 Million
Q3 2021

Nov 15, 2021

BUY
$49.8 - $52.99 $586,195 - $623,745
11,771 Added 5.62%
221,107 $11.2 Million
Q2 2021

Aug 13, 2021

SELL
$51.35 - $54.74 $545 Million - $582 Million
-10,623,124 Reduced 98.07%
209,336 $10.8 Million
Q2 2021

Aug 13, 2021

BUY
$51.35 - $54.74 $552 Million - $588 Million
10,743,041 Added 12014.27%
10,832,460 $209 Million
Q4 2020

Feb 09, 2021

BUY
$38.61 - $47.72 $3.45 Million - $4.27 Million
89,419 New
89,419 $4.24 Million

Others Institutions Holding EFV

About MSCI EAFE VALUE ETF


  • Ticker EFV
  • Sector ETFs
  • Industry ETFs
More about EFV
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