Certus Wealth Management, LLC Msci Eafe Value ETF Transaction History

Certus Wealth Management, LLC

  • $130 Million
  • Q2 2024

A detailed history of Certus Wealth Management, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Certus Wealth Management, LLC holds 85,894 shares of EFV stock, worth $4.71 Million. This represents 3.51% of its overall portfolio holdings.

Number of Shares
85,894
Previous 135,043 36.4%
Holding current value
$4.71 Million
Previous $7.35 Million 37.99%
% of portfolio
3.51%
Previous 5.79%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
SELL
$52.34 - $56.41 $2.57 Million - $2.77 Million
-49,149 Reduced 36.4%
85,894 $4.56 Million
Q1 2024

May 06, 2024
BUY
$50.46 - $54.5 $718,096 - $775,589
14,231 Added 11.78%
135,043 $7.35 Million
Q4 2023

Feb 09, 2024
BUY
$46.57 - $52.25 $25,054 - $28,110
538 Added 0.45%
120,812 $6.29 Million
Q3 2023

Nov 02, 2023
BUY
$47.71 - $51.06 $3.47 Million - $3.71 Million
72,739 Added 153.02%
120,274 $5.89 Million
Q2 2023

Aug 10, 2023
BUY
$47.6 - $50.24 $2.26 Million - $2.39 Million
47,535 New
47,535 $2.33 Billion

Others Institutions Holding EFV

# of Institutions
979
Shares Held
244M
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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