Sage Financial Group Inc Msci Eafe Value ETF Transaction History

Sage Financial Group Inc

$1.24 Billion
Q4 2024

A detailed history of Sage Financial Group Inc transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Sage Financial Group Inc holds 49,271 shares of EFV stock, worth $2.7 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

49,271

Previous 30,546 61.3%

Holding current value

$2.7 Million

Previous $1.76 Million 47.13%

% of portfolio

0.21%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$51.78 - $57.15 $969,580 - $1.07 Million	18,725 Added 61.3%	49,271 $2.59 Million
Q3 2024 Oct 29, 2024	BUY	$51.72 - $57.96 $337,731 - $378,478	6,530 Added 27.19%	30,546 $1.76 Million
Q2 2024 Aug 02, 2024	SELL	$52.34 - $56.41 $32,189 - $34,692	-615 Reduced 2.5%	24,016 $1.27 Million
Q1 2024 Apr 30, 2024	SELL	$50.46 - $54.5 $32,799 - $35,425	-650 Reduced 2.57%	24,631 $1.34 Million
Q4 2023 Jan 18, 2024	SELL	$46.57 - $52.25 $51,925 - $58,258	-1,115 Reduced 4.22%	25,281 $1.32 Million
Q2 2023 Jul 27, 2023	SELL	$47.6 - $50.24 $93,200 - $98,369	-1,958 Reduced 6.91%	26,396 $1.29 Million
Q1 2023 Apr 18, 2023	SELL	$45.61 - $50.02 $305,678 - $335,234	-6,702 Reduced 19.12%	28,354 $1.38 Million
Q4 2022 Jan 31, 2023	BUY	$38.5 - $46.73 $1.35 Million - $1.64 Million	35,056 New	35,056 $1.61 Million

Others Institutions Holding EFV

# of Institutions

1,056

Shares Held

301M

Call Options Held

1.46M

Put Options Held

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

More about EFV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage Financial Group Inc, based on Form 13F filings with the SEC.

News

Stay updated on Sage Financial Group Inc with notifications on news.

Account

Sage Financial Group Inc Msci Eafe Value ETF Transaction History