Whipplewood Advisors, LLC Msci Eafe Value ETF Transaction History

Whipplewood Advisors, LLC

$169 Billion
Q1 2025

A detailed history of Whipplewood Advisors, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 5,356 shares of EFV stock, worth $318,521. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,356

Holding current value

$318,521

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 09, 2025	BUY	$51.88 - $60.73 $277,869 - $325,269	5,356 New	5,356 $3.48 Million

Others Institutions Holding EFV

# of Institutions

1,097

Shares Held

325M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

58M
Shares

$3.45 Billion
1.01% of portfolio
Lpl Financial LLC Fort Mill, SC

17.2M
Shares

$1.02 Billion
0.38% of portfolio
Jpmorgan Chase & CO New York, NY

14.3M
Shares

$852 Million
0.06% of portfolio
Us Bancorp \De\

12.8M
Shares

$761 Million
0.89% of portfolio
Jones Financial Companies Lllp

12.6M
Shares

$749 Million
0.63% of portfolio

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

More about EFV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Whipplewood Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Whipplewood Advisors, LLC with notifications on news.

Account

Whipplewood Advisors, LLC Msci Eafe Value ETF Transaction History