A detailed history of Robertson Stephens Wealth Management, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 49,814 shares of EFV stock, worth $2.76 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
49,814
Previous 60,350 17.46%
Holding current value
$2.76 Million
Previous $3.28 Million 19.52%
% of portfolio
0.14%
Previous 0.17%

Shares

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

Aug 13, 2024

SELL
$52.34 - $56.41 $551,454 - $594,335
-10,536 Reduced 17.46%
49,814 $2.64 Million
Q1 2024

May 15, 2024

BUY
$50.46 - $54.5 $62,822 - $67,852
1,245 Added 2.11%
60,350 $3.28 Million
Q4 2023

Feb 06, 2024

BUY
$46.57 - $52.25 $776,880 - $871,634
16,682 Added 39.32%
59,105 $3.08 Million
Q3 2023

Nov 13, 2023

BUY
$47.71 - $51.06 $455,010 - $486,959
9,537 Added 29.0%
42,423 $2.08 Million
Q2 2023

Aug 11, 2023

BUY
$47.6 - $50.24 $91,487 - $96,561
1,922 Added 6.21%
32,886 $1.61 Million
Q1 2023

May 11, 2023

SELL
$45.61 - $50.02 $265,541 - $291,216
-5,822 Reduced 15.83%
30,964 $1.5 Million
Q4 2022

Feb 14, 2023

BUY
$38.5 - $46.73 $161,738 - $196,312
4,201 Added 12.89%
36,786 $1.69 Million
Q3 2022

Nov 14, 2022

SELL
$38.45 - $45.24 $1.29 Million - $1.52 Million
-33,675 Reduced 50.82%
32,585 $1.26 Million
Q2 2022

Aug 12, 2022

BUY
$43.33 - $50.78 $1.35 Million - $1.58 Million
31,167 Added 88.81%
66,260 $2.88 Million
Q1 2022

May 16, 2022

SELL
$45.64 - $53.35 $1.42 Million - $1.66 Million
-31,043 Reduced 46.94%
35,093 $1.76 Million
Q4 2021

Feb 14, 2022

SELL
$48.8 - $52.57 $715,212 - $770,465
-14,656 Reduced 18.14%
66,136 $3.34 Million
Q3 2021

Nov 10, 2021

BUY
$49.8 - $52.99 $1.21 Million - $1.28 Million
24,235 Added 42.85%
80,792 $4.11 Million
Q2 2021

Aug 17, 2021

BUY
$51.35 - $54.74 $685,881 - $731,162
13,357 Added 30.92%
56,557 $2.93 Million
Q1 2021

May 07, 2021

BUY
$46.93 - $51.65 $2.03 Million - $2.23 Million
43,200 New
43,200 $2.2 Million

Others Institutions Holding EFV

About MSCI EAFE VALUE ETF


  • Ticker EFV
  • Sector ETFs
  • Industry ETFs
More about EFV
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