Simplicity Wealth,Llc Msci Eafe Value ETF Transaction History

Simplicity Wealth,Llc

  • $1.04 Billion
  • Q3 2024

A detailed history of Simplicity Wealth,Llc transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Simplicity Wealth,Llc holds 153,945 shares of EFV stock, worth $8.08 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares
153,945
Previous 130,134 18.3%
Holding current value
$8.08 Million
Previous $6.9 Million 28.31%
% of portfolio
0.85%
Previous 0.16%

Shares

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

Oct 09, 2024
BUY
$51.72 - $57.96 $1.23 Million - $1.38 Million
23,811 Added 18.3%
153,945 $8.86 Million
Q2 2024

Jul 10, 2024
SELL
$52.34 - $56.41 $3.29 Million - $3.54 Million
-62,773 Reduced 32.54%
130,134 $6.9 Million
Q1 2024

Apr 24, 2024
BUY
$50.46 - $54.5 $550,417 - $594,486
10,908 Added 5.99%
192,907 $10.5 Million
Q4 2023

Jan 29, 2024
BUY
$46.57 - $52.25 $162,715 - $182,561
3,494 Added 1.96%
181,999 $9.48 Million
Q3 2023

Oct 19, 2023
BUY
$47.71 - $51.06 $1.48 Million - $1.58 Million
30,916 Added 20.95%
178,505 $8.73 Million
Q2 2023

Jul 26, 2023
SELL
$47.6 - $50.24 $122,855 - $129,669
-2,581 Reduced 1.72%
147,589 $7.22 Million
Q1 2023

Apr 27, 2023
BUY
$45.61 - $50.02 $1.14 Million - $1.25 Million
24,986 Added 19.96%
150,170 $7.29 Million
Q4 2022

Feb 15, 2023
BUY
$38.5 - $46.73 $4.52 Million - $5.48 Million
117,302 Added 1488.23%
125,184 $5.74 Million
Q3 2022

Oct 12, 2022
BUY
$38.45 - $45.24 $303,062 - $356,581
7,882 New
7,882 $304,000
Q2 2022

Jul 19, 2022
SELL
$43.33 - $50.78 $220,246 - $258,114
-5,083 Closed
0 $0
Q1 2022

May 20, 2022
SELL
$45.64 - $53.35 $282,968 - $330,770
-6,200 Reduced 54.95%
5,083 $255,000
Q4 2021

Feb 25, 2022
BUY
$48.8 - $52.57 $550,610 - $593,147
11,283 New
11,283 $569,000

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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