Wetherby Asset Management Inc Msci Eafe Value ETF Transaction History

Wetherby Asset Management Inc

  • $2.04 Billion
  • Q4 2024

A detailed history of Wetherby Asset Management Inc transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Wetherby Asset Management Inc holds 8,853 shares of EFV stock, worth $518,343. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,853
Previous 5,415 63.49%
Holding current value
$518,343
Previous $311,000 49.2%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Feb 14, 2025
BUY
$51.78 - $57.15 $178,019 - $196,481
3,438 Added 63.49%
8,853 $464,000
Q3 2024

Nov 14, 2024
BUY
$51.72 - $57.96 $982 - $1,101
19 Added 0.35%
5,415 $311,000
Q2 2024

Aug 14, 2024
SELL
$52.34 - $56.41 $149,378 - $160,994
-2,854 Reduced 34.59%
5,396 $286,000
Q1 2024

May 15, 2024
BUY
$50.46 - $54.5 $416,295 - $449,625
8,250 New
8,250 $448,000
Q3 2023

Nov 14, 2023
BUY
$47.71 - $51.06 $694,896 - $743,688
14,565 New
14,565 $712,000

Others Institutions Holding EFV

# of Institutions
1,099
Shares Held
323M
Call Options Held
0
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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