Shore Haven Wealth Partners, LLC Msci Eafe Value ETF Transaction History

Shore Haven Wealth Partners, LLC

$203 Million
Q4 2024

A detailed history of Shore Haven Wealth Partners, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 141,906 shares of EFV stock, worth $8.13 Million. This represents 3.67% of its overall portfolio holdings.

Number of Shares

141,906

Previous 127,725 11.1%

Holding current value

$8.13 Million

Previous $7.35 Million 1.32%

% of portfolio

3.67%

Previous 3.63%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$51.78 - $57.15 $734,292 - $810,444	14,181 Added 11.1%	141,906 $7.45 Million
Q3 2024 Oct 24, 2024	BUY	$51.72 - $57.96 $2.36 Million - $2.65 Million	45,652 Added 55.62%	127,725 $7.35 Million
Q2 2024 Jul 24, 2024	BUY	$52.34 - $56.41 $217,996 - $234,947	4,165 Added 5.35%	82,073 $4.35 Million
Q1 2024 May 02, 2024	SELL	$50.46 - $54.5 $1.01 Million - $1.09 Million	-19,954 Reduced 20.39%	77,908 $4.24 Million
Q4 2023 Feb 06, 2024	SELL	$46.57 - $52.25 $621,290 - $697,067	-13,341 Reduced 12.0%	97,862 $5.1 Million
Q3 2023 Oct 24, 2023	BUY	$47.71 - $51.06 $1.58 Million - $1.69 Million	33,187 Added 42.54%	111,203 $5.44 Million
Q2 2023 Jul 19, 2023	BUY	$47.6 - $50.24 $127,377 - $134,442	2,676 Added 3.55%	78,016 $3.82 Million
Q1 2023 Apr 14, 2023	SELL	$45.61 - $50.02 $697,240 - $764,655	-15,287 Reduced 16.87%	75,340 $3.66 Million
Q4 2022 Jan 24, 2023	BUY	$38.5 - $46.73 $829,251 - $1.01 Million	21,539 Added 31.18%	90,627 $0
Q3 2022 Nov 09, 2022	SELL	$38.45 - $45.24 $481,470 - $566,495	-12,522 Reduced 15.34%	69,088 $2.66 Million
Q2 2022 Aug 01, 2022	SELL	$43.33 - $50.78 $842,985 - $987,924	-19,455 Reduced 19.25%	81,610 $3.54 Million
Q1 2022 May 13, 2022	BUY	$45.64 - $53.35 $4.61 Million - $5.39 Million	101,065 New	101,065 $5.08 Million

Others Institutions Holding EFV

# of Institutions

1,087

Shares Held

324M

Call Options Held

Put Options Held

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

More about EFV

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Shore Haven Wealth Partners, LLC Msci Eafe Value ETF Transaction History