Mosaic Advisors LLC Msci Eafe Value ETF Transaction History

Mosaic Advisors LLC

$82.3 Million
Q4 2024

A detailed history of Mosaic Advisors LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Mosaic Advisors LLC holds 3,841 shares of EFV stock, worth $218,091. This represents 0.24% of its overall portfolio holdings.

Number of Shares

3,841

Holding current value

$218,091

% of portfolio

0.24%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	$51.78 - $57.15 $198,886 - $219,513	3,841 New	3,841 $201,000

Others Institutions Holding EFV

# of Institutions

1,079

Shares Held

324M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

58M
Shares

$3.29 Billion
1.01% of portfolio
Lpl Financial LLC Fort Mill, SC

17.2M
Shares

$976 Million
0.38% of portfolio
Jpmorgan Chase & CO New York, NY

14.3M
Shares

$813 Million
0.06% of portfolio
Us Bancorp \De\

12.8M
Shares

$727 Million
0.89% of portfolio
Jones Financial Companies Lllp

12.6M
Shares

$715 Million
0.63% of portfolio

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

More about EFV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mosaic Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mosaic Advisors LLC with notifications on news.

Account