Modern Wealth Management, LLC Msci Eafe Value ETF Transaction History

Modern Wealth Management, LLC

$2.86 Trillion
Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 83,350 shares of EFV stock, worth $5.06 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

83,350

Previous 28,667 190.75%

Holding current value

$5.06 Million

Previous $1.65 Billion 182.46%

% of portfolio

0.16%

Previous 0.1%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$51.78 - $57.15 $2.83 Million - $3.13 Million	54,683 Added 190.75%	83,350 $4.66 Billion
Q3 2024 Nov 05, 2024	BUY	$51.72 - $57.96 $389,865 - $436,902	7,538 Added 35.68%	28,667 $1.65 Billion
Q2 2024 Aug 07, 2024	BUY	$52.34 - $56.41 $658,384 - $709,581	12,579 Added 147.12%	21,129 $1.12 Billion
Q1 2024 May 13, 2024	BUY	$50.46 - $54.5 $431,433 - $465,975	8,550 New	8,550 $475 Million

Others Institutions Holding EFV

# of Institutions

1,092

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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Modern Wealth Management, LLC Msci Eafe Value ETF Transaction History