Lodestone Wealth Management LLC Msci Eafe Value ETF Transaction History

Lodestone Wealth Management LLC

$199 Billion
Q4 2024

A detailed history of Lodestone Wealth Management LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 9,164 shares of EFV stock, worth $540,676. This represents 0.24% of its overall portfolio holdings.

Number of Shares

9,164

Previous 9,164 -0.0%

Holding current value

$540,676

Previous $527 Million 8.8%

% of portfolio

0.24%

Previous 0.26%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$51.72 - $57.96 $49,496 - $55,467	-957 Reduced 9.46%	9,164 $527 Million
Q2 2024 Jul 16, 2024	BUY	$52.34 - $56.41 $575 - $620	11 Added 0.11%	10,121 $537 Million
Q4 2023 Jan 24, 2024	SELL	$46.57 - $52.25 $43,636 - $48,958	-937 Reduced 8.48%	10,110 $527 Million
Q3 2023 Oct 20, 2023	SELL	$47.71 - $51.06 $281,250 - $300,998	-5,895 Reduced 34.8%	11,047 $541 Million
Q2 2023 Jul 25, 2023	SELL	$47.6 - $50.24 $694,150 - $732,649	-14,583 Reduced 46.26%	16,942 $829 Million
Q1 2023 May 15, 2023	SELL	$45.61 - $50.02 $30,285 - $33,213	-664 Reduced 2.06%	31,525 $1.53 Billion
Q4 2022 Feb 09, 2023	BUY	$38.5 - $46.73 $1.24 Million - $1.5 Million	32,189 New	32,189 $1.48 Billion

Others Institutions Holding EFV

# of Institutions

1,091

Shares Held

324M

Call Options Held

Put Options Held

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

More about EFV

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Lodestone Wealth Management LLC Msci Eafe Value ETF Transaction History