Wingate Wealth Advisors, Inc. Msci Eafe Value ETF Transaction History

Wingate Wealth Advisors, Inc.

  • $86.9 Billion
  • Q1 2025

A detailed history of Wingate Wealth Advisors, Inc. transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 32,396 shares of EFV stock, worth $1.93 Million. This represents 2.2% of its overall portfolio holdings.

Number of Shares
32,396
Previous 35,671 9.18%
Holding current value
$1.93 Million
Previous $1.87 Billion 2.02%
% of portfolio
2.2%
Previous 1.84%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
$51.88 - $60.73 $169,907 - $198,890
-3,275 Reduced 9.18%
32,396 $1.91 Billion
Q4 2024

Jan 28, 2025
BUY
$51.78 - $57.15 $1.85 Million - $2.04 Million
35,671 New
35,671 $1.87 Billion

Others Institutions Holding EFV

# of Institutions
1,101
Shares Held
319M
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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