White Lighthouse Investment Management Inc. Msci Eafe Value ETF Transaction History

White Lighthouse Investment Management Inc.

$556 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 Apr 12, 2018	SELL	$53.17 - $59.57 $196,569 - $220,230	-3,697 Closed	0 $0
Q4 2017 Jan 10, 2018	BUY	$54.08 - $55.77 $199,933 - $206,181	3,697	3,697 $204,000

Others Institutions Holding EFV

# of Institutions

1,023

Shares Held

297M

Call Options Held

1.46M

Put Options Held

Envestnet Asset Management Inc

54M
Shares

$2.86 Billion
1.03% of portfolio
Jones Financial Companies Lllp

14.6M
Shares

$777 Million
0.87% of portfolio
Jpmorgan Chase & CO New York, NY

13.2M
Shares

$702 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

12.8M
Shares

$677 Million
0.34% of portfolio
Us Bancorp \De\

12.3M
Shares

$653 Million
0.92% of portfolio

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
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