Shared Vision Wealth Group LLC Msci Eafe Value ETF Transaction History

Shared Vision Wealth Group LLC

  • $187 Billion
  • Q3 2024

A detailed history of Shared Vision Wealth Group LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 93,441 shares of EFV stock, worth $5.04 Million. This represents 2.87% of its overall portfolio holdings.

Number of Shares
93,441
Previous 53,984 73.09%
Holding current value
$5.04 Million
Previous $2.86 Billion 87.74%
% of portfolio
2.87%
Previous 1.67%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$51.72 - $57.96 $2.04 Million - $2.29 Million
39,457 Added 73.09%
93,441 $5.38 Billion
Q2 2024

Jul 23, 2024
SELL
$52.34 - $56.41 $981,898 - $1.06 Million
-18,760 Reduced 25.79%
53,984 $2.86 Billion
Q1 2024

May 06, 2024
SELL
$50.46 - $54.5 $1.31 Million - $1.41 Million
-25,888 Reduced 26.25%
72,744 $3.96 Billion
Q4 2023

Feb 07, 2024
BUY
$46.57 - $52.25 $4.59 Million - $5.15 Million
98,632 New
98,632 $5.14 Billion

Others Institutions Holding EFV

# of Institutions
1,022
Shares Held
297M
Call Options Held
1.46M
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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