A detailed history of Mount Yale Investment Advisors, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 86,554 shares of EFV stock, worth $4.8 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
86,554
Previous 40,627 113.05%
Holding current value
$4.8 Million
Previous $2.15 Million 131.15%
% of portfolio
0.48%
Previous 0.17%

Shares

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

Oct 23, 2024

BUY
$51.72 - $57.96 $2.38 Million - $2.66 Million
45,927 Added 113.05%
86,554 $4.98 Million
Q2 2024

Aug 13, 2024

SELL
$52.34 - $56.41 $1.1 Million - $1.19 Million
-21,076 Reduced 34.16%
40,627 $2.15 Million
Q1 2024

May 15, 2024

SELL
$50.46 - $54.5 $3.23 Million - $3.49 Million
-64,014 Reduced 50.92%
61,703 $3.36 Million
Q4 2023

Feb 12, 2024

BUY
$46.57 - $52.25 $1.08 Million - $1.21 Million
23,163 Added 22.59%
125,717 $6.55 Million
Q3 2023

Oct 11, 2023

BUY
$47.71 - $51.06 $1.62 Million - $1.73 Million
33,882 Added 49.34%
102,554 $5.02 Million
Q2 2023

Aug 14, 2023

BUY
$47.6 - $50.24 $158,793 - $167,600
3,336 Added 5.11%
68,672 $3.36 Million
Q1 2023

May 11, 2023

SELL
$45.61 - $50.02 $3.1 Million - $3.4 Million
-67,972 Reduced 50.99%
65,336 $3.17 Million
Q4 2022

Feb 13, 2023

BUY
$38.5 - $46.73 $2.26 Million - $2.74 Million
58,715 Added 78.71%
133,308 $6.12 Million
Q3 2022

Nov 07, 2022

SELL
$38.45 - $45.24 $360,661 - $424,351
-9,380 Reduced 11.17%
74,593 $2.87 Million
Q2 2022

Aug 02, 2022

BUY
$43.33 - $50.78 $413,454 - $484,542
9,542 Added 12.82%
83,973 $3.64 Million
Q1 2022

May 03, 2022

SELL
$45.64 - $53.35 $59,970 - $70,101
-1,314 Reduced 1.73%
74,431 $3.74 Million
Q4 2021

Feb 02, 2022

SELL
$48.8 - $52.57 $31,475 - $33,907
-645 Reduced 0.84%
75,745 $3.82 Million
Q3 2021

Nov 02, 2021

BUY
$49.8 - $52.99 $407,513 - $433,617
8,183 Added 12.0%
76,390 $3.88 Million
Q2 2021

Aug 04, 2021

BUY
$51.35 - $54.74 $342,453 - $365,061
6,669 Added 10.84%
68,207 $3.53 Million
Q1 2021

May 04, 2021

BUY
$46.93 - $51.65 $2.89 Million - $3.18 Million
61,538 New
61,538 $3.14 Million
Q4 2018

Feb 14, 2019

SELL
$43.66 - $52.0 $60,818 - $72,436
-1,393 Closed
0 $0
Q1 2018

Jun 25, 2018

BUY
$53.17 - $59.57 $74,065 - $82,981
1,393 New
1,393 $76,000

Others Institutions Holding EFV

About MSCI EAFE VALUE ETF


  • Ticker EFV
  • Sector ETFs
  • Industry ETFs
More about EFV
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