Phillips Financial Management, LLC Msci Eafe Value ETF Transaction History

Phillips Financial Management, LLC

  • $1.18 Billion
  • Q2 2024

A detailed history of Phillips Financial Management, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Phillips Financial Management, LLC holds 620 shares of EFV stock, worth $34,354. This represents 0.0% of its overall portfolio holdings.

Number of Shares
620
Previous 405 53.09%
Holding current value
$34,354
Previous $22,000 45.45%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
BUY
$52.34 - $56.41 $11,253 - $12,128
215 Added 53.09%
620 $32,000
Q1 2024

Apr 23, 2024
SELL
$50.46 - $54.5 $7,013 - $7,575
-139 Reduced 25.55%
405 $22,000
Q4 2023

Jan 25, 2024
BUY
$46.57 - $52.25 $25,334 - $28,424
544 New
544 $28,000

Others Institutions Holding EFV

# of Institutions
974
Shares Held
236M
Call Options Held
0
Put Options Held
0
View Full List

About MSCI EAFE VALUE ETF

EFV Quotes by TradingView
  • Ticker EFV
  • Sector ETFs
  • Industry ETFs
More about EFV
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