Prosperity Planning, Inc. Msci Eafe Value ETF Transaction History

Prosperity Planning, Inc.

$307 Million
Q1 2025

A detailed history of Prosperity Planning, Inc. transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Prosperity Planning, Inc. holds 6,628 shares of EFV stock, worth $404,042. This represents 0.13% of its overall portfolio holdings.

Number of Shares

6,628

Previous 8,315 20.29%

Holding current value

$404,042

Previous $436,000 9.63%

% of portfolio

0.13%

Previous 0.14%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$51.88 - $60.73 $87,521 - $102,451	-1,687 Reduced 20.29%	6,628 $394,000
Q4 2024 Jan 16, 2025	BUY	$51.78 - $57.15 $11,857 - $13,087	229 Added 2.83%	8,315 $436,000
Q3 2024 Oct 07, 2024	BUY	$51.72 - $57.96 $93,871 - $105,197	1,815 Added 28.94%	8,086 $465,000
Q2 2024 Jul 23, 2024	SELL	$52.34 - $56.41 $64,482 - $69,497	-1,232 Reduced 16.42%	6,271 $332,000
Q1 2024 Apr 15, 2024	SELL	$50.46 - $54.5 $56,717 - $61,258	-1,124 Reduced 13.03%	7,503 $408,000
Q4 2023 Feb 05, 2024	SELL	$46.57 - $52.25 $31,481 - $35,321	-676 Reduced 7.27%	8,627 $449,000
Q3 2023 Oct 24, 2023	BUY	$47.71 - $51.06 $55,391 - $59,280	1,161 Added 14.26%	9,303 $455,000
Q2 2023 Jul 13, 2023	BUY	$47.6 - $50.24 $5,950 - $6,280	125 Added 1.56%	8,142 $398,000
Q1 2023 Apr 13, 2023	SELL	$45.61 - $50.02 $37,901 - $41,566	-831 Reduced 9.39%	8,017 $389,000
Q3 2022 Oct 12, 2022	SELL	$38.45 - $45.24 $102,200 - $120,247	-2,658 Reduced 23.1%	8,848 $341,000
Q4 2021 Jan 21, 2022	SELL	$48.8 - $52.57 $65,489 - $70,548	-1,342 Reduced 10.45%	11,506 $580,000
Q3 2021 Oct 08, 2021	SELL	$49.8 - $52.99 $44,620 - $47,479	-896 Reduced 6.52%	12,848 $653,000
Q2 2021 Jul 13, 2021	BUY	$51.35 - $54.74 $31,631 - $33,719	616 Added 4.69%	13,744 $711,000
Q1 2021 Apr 12, 2021	BUY	$46.93 - $51.65 $300,211 - $330,405	6,397 Added 95.04%	13,128 $669,000
Q4 2020 Feb 01, 2021	BUY	$38.61 - $47.72 $259,883 - $321,203	6,731 New	6,731 $318,000

Others Institutions Holding EFV

# of Institutions

1,103

Shares Held

305M

Call Options Held

Put Options Held

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About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

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Prosperity Planning, Inc. Msci Eafe Value ETF Transaction History