A detailed history of Lifeworks Advisors, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 16,311 shares of EFV stock, worth $880,141. This represents 0.19% of its overall portfolio holdings.

Number of Shares
16,311
Previous 8,692 87.66%
Holding current value
$880,141
Previous $461,000 103.47%
% of portfolio
0.19%
Previous 0.13%

Shares

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

Nov 06, 2024

BUY
$51.72 - $57.96 $394,054 - $441,597
7,619 Added 87.66%
16,311 $938,000
Q2 2024

Aug 13, 2024

SELL
$52.34 - $56.41 $327,439 - $352,900
-6,256 Reduced 41.85%
8,692 $461,000
Q1 2024

May 10, 2024

BUY
$50.46 - $54.5 $754,276 - $814,666
14,948 New
14,948 $813,000

Others Institutions Holding EFV

About MSCI EAFE VALUE ETF


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

Track Lifeworks Advisors, LLC Portfolio

Follow Lifeworks Advisors, 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 Lifeworks Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lifeworks Advisors, LLC with notifications on news.