Golden State Wealth Management, LLC Msci Eafe Value ETF Transaction History

Golden State Wealth Management, LLC

  • $667 Billion
  • Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 18,635 shares of EFV stock, worth $1.07 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
18,635
Previous 10,704 74.09%
Holding current value
$1.07 Million
Previous $538,000 181644.98%
% of portfolio
0.15%
Previous 0.11%

Shares

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

Jan 28, 2025
BUY
$51.78 - $57.15 $410,667 - $453,256
7,931 Added 74.09%
18,635 $978 Million
Q1 2022

May 19, 2022
BUY
$45.64 - $53.35 $301,041 - $351,896
6,596 Added 160.56%
10,704 $538,000
Q1 2022

May 16, 2022
SELL
$45.64 - $53.35 $462,333 - $540,435
-10,130 Reduced 71.15%
4,108 $209,000
Q4 2021

Feb 14, 2022
BUY
$48.8 - $52.57 $319,152 - $343,807
6,540 Added 84.96%
14,238 $717,000
Q3 2021

Nov 15, 2021
SELL
$49.8 - $52.99 $4,930 - $5,246
-99 Reduced 1.27%
7,698 $391,000
Q2 2021

Aug 12, 2021
BUY
$51.35 - $54.74 $189,430 - $201,935
3,689 Added 89.8%
7,797 $404,000
Q1 2021

May 14, 2021
BUY
$46.93 - $51.65 $192,788 - $212,178
4,108 New
4,108 $209,000
Q4 2020

Jan 28, 2021
SELL
$38.61 - $47.72 $65,868 - $81,410
-1,706 Closed
0 $0
Q3 2020

Nov 12, 2020
BUY
$39.83 - $42.77 $67,949 - $72,965
1,706 New
1,706 $69,000
Q2 2020

Aug 11, 2020
SELL
$33.95 - $43.67 $40,027 - $51,486
-1,179 Closed
0 $0
Q1 2020

Apr 17, 2020
BUY
$30.99 - $50.45 $36,537 - $59,480
1,179 New
1,179 $42,000

Others Institutions Holding EFV

# of Institutions
1,087
Shares Held
324M
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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