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

About MSCI EAFE VALUE ETF


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

Track Phillips Financial Management, LLC Portfolio

Follow Phillips Financial Management, LLC 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 Phillips Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Financial Management, LLC with notifications on news.