Lutz Financial Services LLC Msci Eafe Value ETF Transaction History

Lutz Financial Services LLC

$1.29 Billion
Q2 2025

A detailed history of Lutz Financial Services LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Lutz Financial Services LLC holds 3,654 shares of EFV stock, worth $240,213. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,654

Previous 3,654 -0.0%

Holding current value

$240,213

Previous $215,000 7.44%

% of portfolio

0.02%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$51.88 - $60.73 $189,569 - $221,907	3,654 New	3,654 $215,000
Q1 2024 May 03, 2024	BUY	$50.46 - $54.5 $190,991 - $206,282	3,785 New	3,785 $205,000
Q3 2021 Oct 27, 2021	SELL	$49.8 - $52.99 $193,024 - $205,389	-3,876 Closed	0 $0
Q2 2021 Jul 26, 2021	BUY	$51.35 - $54.74 $199,032 - $212,172	3,876 New	3,876 $201,000
Q2 2020 Jul 28, 2020	SELL	$33.95 - $43.67 $1.29 Million - $1.66 Million	-37,911 Closed	0 $0
Q1 2020 Apr 27, 2020	SELL	$30.99 - $50.45 $2.71 Million - $4.41 Million	-87,464 Reduced 69.76%	37,911 $1.35 Million
Q4 2019 Feb 03, 2020	BUY	$45.9 - $50.59 $53,473 - $58,937	1,165 Added 0.94%	125,375 $6.26 Million
Q3 2019 Oct 31, 2019	BUY	$43.89 - $48.71 $89,272 - $99,076	2,034 Added 1.66%	124,210 $5.88 Million
Q2 2019 Aug 13, 2019	BUY	$46.67 - $50.58 $33,042 - $35,810	708 Added 0.58%	122,176 $5.87 Million
Q1 2019 May 06, 2019	SELL	$44.87 - $49.81 $97,143 - $107,838	-2,165 Reduced 1.75%	121,468 $5.94 Million
Q4 2018 Feb 13, 2019	BUY	$43.66 - $52.0 $1.45 Million - $1.72 Million	33,112 Added 36.58%	123,633 $5.59 Million
Q3 2018 Nov 13, 2018	BUY	$49.68 - $52.91 $1.06 Million - $1.13 Million	21,282 Added 30.74%	90,521 $4.7 Million
Q2 2018 Aug 15, 2018	BUY	$50.85 - $56.38 $8,390 - $9,302	165 Added 0.24%	69,239 $3.56 Million
Q1 2018 Apr 17, 2018	SELL	$53.17 - $59.57 $30,360 - $34,014	-571 Reduced 0.82%	69,074 $3.77 Million
Q4 2017 Apr 17, 2018	BUY	$54.08 - $55.77 $3.77 Million - $3.88 Million	69,645	69,645 $3.85 Million

Others Institutions Holding EFV

# of Institutions

1,171

Shares Held

355M

Call Options Held

2.53M

Put Options Held

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
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Industry ETFs

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Lutz Financial Services LLC Msci Eafe Value ETF Transaction History