A detailed history of Marks Group Wealth Management, Inc transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Marks Group Wealth Management, Inc holds 154,893 shares of EFV stock, worth $8.21 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
154,893
Previous 61,969 149.95%
Holding current value
$8.21 Million
Previous $3.29 Million 171.15%
% of portfolio
0.89%
Previous 0.36%

Shares

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

Oct 30, 2024

BUY
$51.72 - $57.96 $4.81 Million - $5.39 Million
92,924 Added 149.95%
154,893 $8.91 Million
Q2 2024

Aug 14, 2024

SELL
$52.34 - $56.41 $5.12 Million - $5.52 Million
-97,874 Reduced 61.23%
61,969 $3.29 Million
Q1 2024

Apr 29, 2024

BUY
$50.46 - $54.5 $344,591 - $372,180
6,829 Added 4.46%
159,843 $8.7 Million
Q4 2023

Feb 01, 2024

SELL
$46.57 - $52.25 $1.13 Million - $1.27 Million
-24,233 Reduced 13.67%
153,014 $7.97 Million
Q3 2023

Oct 30, 2023

BUY
$47.71 - $51.06 $2.31 Million - $2.48 Million
48,510 Added 37.68%
177,247 $8.67 Million
Q2 2023

Jul 19, 2023

BUY
$47.6 - $50.24 $257,325 - $271,597
5,406 Added 4.38%
128,737 $6.3 Million
Q1 2023

May 03, 2023

SELL
$45.61 - $50.02 $649,486 - $712,284
-14,240 Reduced 10.35%
123,331 $5.99 Million
Q4 2022

Feb 06, 2023

SELL
$38.5 - $46.73 $1.02 Million - $1.24 Million
-26,559 Reduced 16.18%
137,571 $6.31 Million
Q3 2022

Nov 10, 2022

BUY
$38.45 - $45.24 $123,347 - $145,129
3,208 Added 1.99%
164,130 $6.32 Million
Q2 2022

Aug 09, 2022

BUY
$43.33 - $50.78 $100,395 - $117,657
2,317 Added 1.46%
160,922 $6.98 Million
Q1 2022

May 10, 2022

BUY
$45.64 - $53.35 $595,145 - $695,684
13,040 Added 8.96%
158,605 $7.97 Million
Q4 2021

Feb 14, 2022

BUY
$48.8 - $52.57 $5.95 Million - $6.41 Million
121,896 Added 515.0%
145,565 $1.1 Million
Q3 2021

Nov 15, 2021

BUY
$49.8 - $52.99 $200,943 - $213,814
4,035 Added 20.55%
23,669 $1.21 Million
Q2 2021

Aug 10, 2021

BUY
$51.35 - $54.74 $1.01 Million - $1.07 Million
19,634 New
19,634 $1.02 Million

Others Institutions Holding EFV

About MSCI EAFE VALUE ETF


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

Track Marks Group Wealth Management, Inc Portfolio

Follow Marks Group Wealth Management, Inc 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 Marks Group Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Marks Group Wealth Management, Inc with notifications on news.