Beaird Harris Wealth Management, LLC Msci Eafe Value ETF Transaction History

Beaird Harris Wealth Management, LLC

  • $1.08 Billion
  • Q4 2024

A detailed history of Beaird Harris Wealth Management, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 5,355 shares of EFV stock, worth $313,535. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,355
Previous 5,635 4.97%
Holding current value
$313,535
Previous $324,000 13.58%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Feb 10, 2025
SELL
$51.78 - $57.15 $14,498 - $16,002
-280 Reduced 4.97%
5,355 $280,000
Q3 2024

Dec 02, 2024
BUY
$51.72 - $57.96 $3,258 - $3,651
63 Added 1.13%
5,635 $324,000
Q2 2024

Aug 15, 2024
BUY
$52.34 - $56.41 $4,919 - $5,302
94 Added 1.72%
5,572 $295,000
Q1 2024

May 15, 2024
SELL
$50.46 - $54.5 $44,808 - $48,396
-888 Reduced 13.95%
5,478 $298,000
Q4 2023

Feb 27, 2024
SELL
$46.57 - $52.25 $791 - $888
-17 Reduced 0.27%
6,366 $331,000
Q3 2023

Nov 15, 2023
SELL
$47.71 - $51.06 $1,860 - $1,991
-39 Reduced 0.61%
6,383 $312,000
Q2 2023

Jul 26, 2023
SELL
$47.6 - $50.24 $8,139 - $8,591
-171 Reduced 2.59%
6,422 $314,000
Q1 2023

Apr 24, 2023
SELL
$45.61 - $50.02 $7,708 - $8,453
-169 Reduced 2.5%
6,593 $319,000
Q4 2022

Feb 14, 2023
SELL
$38.5 - $46.73 $435,935 - $529,123
-11,323 Reduced 62.61%
6,762 $310,000
Q3 2022

Nov 02, 2022
BUY
$38.45 - $45.24 $130,614 - $153,680
3,397 Added 23.13%
18,085 $697,000
Q2 2022

Aug 12, 2022
SELL
$43.33 - $50.78 $49,612 - $58,143
-1,145 Reduced 7.23%
14,688 $637,000
Q1 2022

May 27, 2022
BUY
$45.64 - $53.35 $74,073 - $86,587
1,623 Added 11.42%
15,833 $796,000
Q4 2021

May 17, 2022
BUY
$48.8 - $52.57 $693,448 - $747,019
14,210 New
14,210 $716,000

Others Institutions Holding EFV

# of Institutions
1,099
Shares Held
323M
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
Track This Portfolio

Track Beaird Harris Wealth Management, LLC Portfolio

Follow Beaird Harris Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaird Harris Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaird Harris Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email