Wcg Wealth Advisors LLC Msci Eafe Value ETF Transaction History

Wcg Wealth Advisors LLC

$1.21 Billion
Q1 2025

A detailed history of Wcg Wealth Advisors LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 103,260 shares of EFV stock, worth $6.58 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

103,260

Previous 103,260 -0.0%

Holding current value

$6.58 Million

Previous $6.09 Million -0.0%

% of portfolio

0.5%

Previous 0.46%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$51.88 - $60.73 $1.95 Million - $2.29 Million	-37,666 Reduced 26.73%	103,260 $6.09 Million
Q4 2024 Feb 18, 2025	BUY	$51.78 - $57.15 $251,650 - $277,749	4,860 Added 3.57%	140,926 $7.39 Million
Q3 2024 Nov 13, 2024	BUY	$51.72 - $57.96 $4.12 Million - $4.62 Million	79,673 Added 141.28%	136,066 $7.83 Million
Q2 2024 Aug 12, 2024	SELL	$52.34 - $56.41 $2.91 Million - $3.13 Million	-55,558 Reduced 49.63%	56,393 $3 Million
Q1 2024 May 13, 2024	BUY	$50.46 - $54.5 $3.78 Million - $4.08 Million	74,877 Added 201.97%	111,951 $6.09 Million
Q4 2023 Feb 08, 2024	SELL	$46.57 - $52.25 $406,183 - $455,724	-8,722 Reduced 19.05%	37,074 $1.93 Million
Q3 2023 Nov 09, 2023	BUY	$47.71 - $51.06 $379,246 - $405,875	7,949 Added 21.0%	45,796 $2.24 Million
Q2 2023 Aug 14, 2023	BUY	$47.6 - $50.24 $1.8 Million - $1.9 Million	37,847 New	37,847 $1.85 Million

Others Institutions Holding EFV

# of Institutions

1,156

Shares Held

311M

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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Wcg Wealth Advisors LLC Msci Eafe Value ETF Transaction History