Portside Wealth Group, LLC Msci Eafe Value ETF Transaction History

Portside Wealth Group, LLC

  • $613 Billion
  • Q1 2025

A detailed history of Portside Wealth Group, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Portside Wealth Group, LLC holds 6,781 shares of EFV stock, worth $413,369. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,781
Previous 6,480 4.65%
Holding current value
$413,369
Previous $340 Million 17.55%
% of portfolio
0.07%
Previous 0.06%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$51.88 - $60.73 $15,615 - $18,279
301 Added 4.65%
6,781 $400 Million
Q1 2025

Apr 10, 2025
BUY
$51.88 - $60.73 $7,522 - $8,805
145 Added 2.29%
6,480 $340 Million
Q4 2024

Jan 15, 2025
BUY
$51.78 - $57.15 $48,310 - $53,320
933 Added 17.27%
6,335 $364 Million
Q3 2024

Oct 31, 2024
BUY
$51.72 - $57.96 $31,704 - $35,529
613 Added 12.8%
5,402 $311 Million
Q2 2024

Jul 18, 2024
SELL
$52.34 - $56.41 $45,954 - $49,527
-878 Reduced 15.49%
4,789 $254 Million
Q1 2024

Apr 17, 2024
SELL
$50.46 - $54.5 $36,936 - $39,894
-732 Reduced 11.44%
5,667 $308 Million
Q4 2023

Jan 16, 2024
SELL
$46.57 - $52.25 $46,756 - $52,459
-1,004 Reduced 13.56%
6,399 $333 Million
Q3 2023

Oct 27, 2023
SELL
$47.71 - $51.06 $12,977 - $13,888
-272 Reduced 3.54%
7,403 $364 Million
Q2 2023

Sep 01, 2023
SELL
$47.6 - $50.24 $9.16 Million - $9.66 Million
-192,369 Reduced 96.16%
7,675 $376 Million
Q2 2023

Aug 01, 2023
BUY
$47.6 - $50.24 $9.52 Million - $10.1 Million
200,044 New
200,044 $9.79 Million

Others Institutions Holding EFV

# of Institutions
1,106
Shares Held
298M
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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