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

Tanglewood Wealth Management, Inc.

$829 Million
Q4 2024

A detailed history of Tanglewood Wealth Management, Inc. transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Tanglewood Wealth Management, Inc. holds 5,972 shares of EFV stock, worth $355,154. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,972

Previous 5,991 0.32%

Holding current value

$355,154

Previous $344,000 9.01%

% of portfolio

0.04%

Previous 0.04%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$51.78 - $57.15 $983 - $1,085	-19 Reduced 0.32%	5,972 $313,000
Q3 2024 Oct 25, 2024	SELL	$51.72 - $57.96 $155,108 - $173,822	-2,999 Reduced 33.36%	5,991 $344,000
Q2 2024 Jul 25, 2024	SELL	$52.34 - $56.41 $27,478 - $29,615	-525 Reduced 5.52%	8,990 $476,000
Q1 2024 May 08, 2024	SELL	$50.46 - $54.5 $18,216 - $19,674	-361 Reduced 3.66%	9,515 $517,000
Q4 2023 Feb 07, 2024	BUY	$46.57 - $52.25 $16,811 - $18,862	361 Added 3.79%	9,876 $514,000
Q3 2023 Oct 31, 2023	SELL	$47.71 - $51.06 $17,223 - $18,432	-361 Reduced 3.66%	9,515 $465,000
Q2 2023 Aug 04, 2023	SELL	$47.6 - $50.24 $55,787 - $58,881	-1,172 Reduced 10.61%	9,876 $483,000
Q1 2023 May 01, 2023	SELL	$45.61 - $50.02 $5.62 Million - $6.16 Million	-123,134 Reduced 91.77%	11,048 $536,000
Q4 2022 Feb 06, 2023	BUY	$38.5 - $46.73 $1.4 Million - $1.7 Million	36,448 Added 37.29%	134,182 $6.16 Million
Q3 2022 Nov 02, 2022	BUY	$38.45 - $45.24 $538,453 - $633,540	14,004 Added 16.73%	97,734 $3.77 Million
Q2 2022 Jul 22, 2022	SELL	$43.33 - $50.78 $4.45 Million - $5.21 Million	-102,660 Reduced 55.08%	83,730 $3.63 Million
Q1 2022 May 10, 2022	BUY	$45.64 - $53.35 $8.51 Million - $9.94 Million	186,390 New	186,390 $9.37 Million
Q1 2020 Apr 24, 2020	SELL	$30.99 - $50.45 $19.4 Million - $31.6 Million	-625,788 Closed	0 $0
Q4 2019 Feb 04, 2020	BUY	$45.9 - $50.59 $870,723 - $959,692	18,970 Added 3.13%	625,788 $31.2 Million
Q3 2019 Nov 12, 2019	BUY	$43.89 - $48.71 $26.6 Million - $29.6 Million	606,818 New	606,818 $28.7 Million

Others Institutions Holding EFV

# of Institutions

1,098

Shares Held

325M

Call Options Held

Put Options Held

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

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