Plante Moran Financial Advisors, LLC Msci Eafe Value ETF Transaction History

Plante Moran Financial Advisors, LLC

$1.42 Billion
Q2 2025

A detailed history of Plante Moran Financial Advisors, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 5,290 shares of EFV stock, worth $359,984. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,290

Previous 5,108 3.56%

Holding current value

$359,984

Previous $301,000 11.3%

% of portfolio

0.02%

Previous 0.03%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	BUY	$52.4 - $64.65 $9,536 - $11,766	182 Added 3.56%	5,290 $335,000
Q1 2025 May 08, 2025	SELL	$51.88 - $60.73 $27,133 - $31,761	-523 Reduced 9.29%	5,108 $301,000
Q4 2024 Feb 05, 2025	SELL	$51.78 - $57.15 $207 - $228	-4 Reduced 0.07%	5,631 $295,000
Q2 2024 Aug 12, 2024	BUY	$52.34 - $56.41 $3,140 - $3,384	60 Added 1.08%	5,635 $298,000
Q1 2024 May 09, 2024	SELL	$50.46 - $54.5 $35,523 - $38,368	-704 Reduced 11.21%	5,575 $303,000
Q4 2023 Feb 05, 2024	BUY	$46.57 - $52.25 $106,086 - $119,025	2,278 Added 56.94%	6,279 $327,000
Q3 2023 Nov 07, 2023	SELL	$47.71 - $51.06 $1,574 - $1,684	-33 Reduced 0.82%	4,001 $195,000
Q2 2023 Aug 07, 2023	SELL	$47.6 - $50.24 $9,282 - $9,796	-195 Reduced 4.61%	4,034 $197,000
Q1 2023 May 08, 2023	SELL	$45.61 - $50.02 $1.14 Million - $1.25 Million	-25,043 Reduced 85.55%	4,229 $205,000
Q4 2022 Feb 09, 2023	BUY	$38.5 - $46.73 $979,440 - $1.19 Million	25,440 Added 663.88%	29,272 $1.34 Million
Q3 2022 Nov 02, 2022	SELL	$38.45 - $45.24 $14,418 - $16,965	-375 Reduced 8.91%	3,832 $148,000
Q2 2022 Aug 02, 2022	BUY	$43.33 - $50.78 $16,248 - $19,042	375 Added 9.79%	4,207 $183,000
Q1 2022 May 06, 2022	BUY	$45.64 - $53.35 $174,892 - $204,437	3,832 New	3,832 $193,000
Q4 2020 Feb 09, 2021	SELL	$38.61 - $47.72 $0 - $0	0 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$39.83 - $42.77 $0 - $0	0 New	0 $0
Q3 2019 Nov 13, 2019	SELL	$43.89 - $48.71 $66,449 - $73,746	-1,514 Closed	0 $0
Q2 2019 Aug 13, 2019	BUY	$46.67 - $50.58 $70,658 - $76,578	1,514 New	1,514 $73,000

Others Institutions Holding EFV

# of Institutions

1,216

Shares Held

355M

Call Options Held

1.3M

Put Options Held

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

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Plante Moran Financial Advisors, LLC Msci Eafe Value ETF Transaction History