A detailed history of Waller Financial Planning Group, Inc transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 96,885 shares of EFV stock, worth $5.32 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares
96,885
Previous 98,657 1.8%
Holding current value
$5.32 Million
Previous $5.68 Million 10.43%
% of portfolio
1.28%
Previous 1.41%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 03, 2025

SELL
$51.78 - $57.15 $91,754 - $101,269
-1,772 Reduced 1.8%
96,885 $5.08 Million
Q3 2024

Oct 02, 2024

BUY
$51.72 - $57.96 $176,416 - $197,701
3,411 Added 3.58%
98,657 $5.68 Million
Q2 2024

Jul 02, 2024

SELL
$52.34 - $56.41 $167,802 - $180,850
-3,206 Reduced 3.26%
95,246 $5.05 Million
Q1 2024

Apr 02, 2024

SELL
$50.46 - $54.5 $1.68 Million - $1.82 Million
-33,319 Reduced 25.29%
98,452 $5.36 Million
Q4 2023

Jan 03, 2024

SELL
$46.57 - $52.25 $90,019 - $100,999
-1,933 Reduced 1.45%
131,771 $6.87 Million
Q3 2023

Oct 18, 2023

SELL
$47.71 - $51.06 $10,353 - $11,080
-217 Reduced 0.16%
133,704 $6.54 Million
Q2 2023

Jul 05, 2023

SELL
$47.6 - $50.24 $51,503 - $54,359
-1,082 Reduced 0.8%
133,921 $6.55 Million
Q1 2023

Apr 18, 2023

SELL
$45.61 - $50.02 $483,830 - $530,612
-10,608 Reduced 7.29%
135,003 $6.55 Million
Q4 2022

Jan 05, 2023

SELL
$38.5 - $46.73 $32,917 - $39,954
-855 Reduced 0.58%
145,611 $0
Q3 2022

Oct 20, 2022

BUY
$38.45 - $45.24 $184,906 - $217,559
4,809 Added 3.39%
146,466 $5.64 Million
Q2 2022

Jul 18, 2022

BUY
$43.33 - $50.78 $134,539 - $157,671
3,105 Added 2.24%
141,657 $6.15 Million
Q1 2022

Apr 18, 2022

BUY
$45.64 - $53.35 $33,408 - $39,052
732 Added 0.53%
138,552 $6.96 Million
Q4 2021

Jan 26, 2022

BUY
$48.8 - $52.57 $1,171 - $1,261
24 Added 0.02%
137,820 $6.95 Million
Q3 2021

Oct 19, 2021

BUY
$49.8 - $52.99 $141,681 - $150,756
2,845 Added 2.11%
137,796 $7.01 Million
Q2 2021

Jul 22, 2021

SELL
$51.35 - $54.74 $6,675 - $7,116
-130 Reduced 0.1%
134,951 $6.99 Million
Q1 2021

Apr 14, 2021

SELL
$46.93 - $51.65 $385,154 - $423,891
-8,207 Reduced 5.73%
135,081 $6.89 Million
Q4 2020

Jan 14, 2021

SELL
$38.61 - $47.72 $247,683 - $306,123
-6,415 Reduced 4.29%
143,288 $6.76 Million
Q3 2020

Oct 19, 2020

SELL
$39.83 - $42.77 $63,210 - $67,875
-1,587 Reduced 1.05%
149,703 $6.04 Million
Q2 2020

Jul 14, 2020

SELL
$33.95 - $43.67 $1.65 Million - $2.12 Million
-48,568 Reduced 24.3%
151,290 $6.05 Million
Q1 2020

Apr 13, 2020

BUY
$30.99 - $50.45 $1.01 Million - $1.65 Million
32,712 Added 19.57%
199,858 $7.13 Million
Q4 2019

Jan 15, 2020

BUY
$45.9 - $50.59 $142,565 - $157,132
3,106 Added 1.89%
167,146 $8.35 Million
Q3 2019

Oct 30, 2019

BUY
$43.89 - $48.71 $457,377 - $507,606
10,421 Added 6.78%
164,040 $8.08 Million
Q2 2019

Jul 16, 2019

BUY
$46.67 - $50.58 $392,821 - $425,731
8,417 Added 5.8%
153,619 $7.39 Million
Q1 2019

Apr 17, 2019

BUY
$44.87 - $49.81 $672,691 - $746,751
14,992 Added 11.51%
145,202 $7.32 Million
Q4 2018

Jan 30, 2019

BUY
$43.66 - $52.0 $5.68 Million - $6.77 Million
130,210 New
130,210 $5.89 Million

Others Institutions Holding EFV

About MSCI EAFE VALUE ETF


  • Ticker EFV
  • Sector ETFs
  • Industry ETFs
More about EFV
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