Sterling Wealth Management, Inc. Msci Eafe Value ETF Transaction History

Sterling Wealth Management, Inc.

$271 Billion
Q4 2024

A detailed history of Sterling Wealth Management, Inc. transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 40,006 shares of EFV stock, worth $2.63 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

40,006

Previous 40,046 0.1%

Holding current value

$2.63 Million

Previous $2.3 Billion 8.89%

% of portfolio

0.78%

Previous 0.86%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$51.78 - $57.15 $2,071 - $2,286	-40 Reduced 0.1%	40,006 $2.1 Billion
Q3 2024 Nov 14, 2024	SELL	$51.72 - $57.96 $4,758 - $5,332	-92 Reduced 0.23%	40,046 $2.3 Billion
Q2 2024 Aug 14, 2024	BUY	$52.34 - $56.41 $16,748 - $18,051	320 Added 0.8%	40,138 $2.13 Billion
Q1 2024 May 15, 2024	SELL	$50.46 - $54.5 $6,913 - $7,466	-137 Reduced 0.34%	39,818 $2.17 Billion
Q4 2023 Feb 14, 2024	BUY	$46.57 - $52.25 $1.86 Million - $2.09 Million	39,955 New	39,955 $2.08 Billion

Others Institutions Holding EFV

# of Institutions

1,156

Shares Held

342M

Call Options Held

1.56M

Put Options Held

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

More about EFV

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Sterling Wealth Management, Inc. Msci Eafe Value ETF Transaction History