Wealthspire Advisors, LLC Msci Eafe Value ETF Transaction History

Wealthspire Advisors, LLC

  • $9.93 Billion
  • Q4 2024

A detailed history of Wealthspire Advisors, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 27,164 shares of EFV stock, worth $1.55 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
27,164
Previous 27,093 0.26%
Holding current value
$1.55 Million
Previous $1.56 Million 8.54%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Feb 03, 2025
BUY
$51.78 - $57.15 $3,676 - $4,057
71 Added 0.26%
27,164 $1.43 Million
Q3 2024

Nov 13, 2024
BUY
$51.72 - $57.96 $175,382 - $196,542
3,391 Added 14.31%
27,093 $1.56 Million
Q2 2024

Aug 08, 2024
SELL
$52.34 - $56.41 $103,947 - $112,030
-1,986 Reduced 7.73%
23,702 $1.26 Million
Q1 2024

May 06, 2024
SELL
$50.46 - $54.5 $42,537 - $45,943
-843 Reduced 3.18%
25,688 $1.4 Million
Q4 2023

Feb 06, 2024
SELL
$46.57 - $52.25 $51,972 - $58,311
-1,116 Reduced 4.04%
26,531 $1.38 Million
Q3 2023

Nov 06, 2023
SELL
$47.71 - $51.06 $50,858 - $54,429
-1,066 Reduced 3.71%
27,647 $1.35 Million
Q2 2023

Jul 31, 2023
SELL
$47.6 - $50.24 $106,814 - $112,738
-2,244 Reduced 7.25%
28,713 $1.41 Million
Q1 2023

May 09, 2023
SELL
$45.61 - $50.02 $178,289 - $195,528
-3,909 Reduced 11.21%
30,957 $1.5 Million
Q4 2022

Feb 13, 2023
SELL
$38.5 - $46.73 $547,200 - $664,173
-14,213 Reduced 28.96%
34,866 $1.6 Million
Q3 2022

Nov 14, 2022
BUY
$38.45 - $45.24 $1.89 Million - $2.22 Million
49,079 New
49,079 $1.89 Million
Q2 2022

Aug 09, 2022
SELL
$43.33 - $50.78 $427,450 - $500,944
-9,865 Closed
0 $0
Q1 2022

May 09, 2022
BUY
$45.64 - $53.35 $450,238 - $526,297
9,865 New
9,865 $496,000

Others Institutions Holding EFV

# of Institutions
1,074
Shares Held
323M
Call Options Held
290K
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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