Betterment LLC Msci Eafe Value ETF Transaction History

Betterment LLC

$41.6 Billion
Q4 2024

A detailed history of Betterment LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Betterment LLC holds 15,501 shares of EFV stock, worth $925,409. This represents 0.0% of its overall portfolio holdings.

Number of Shares

15,501

Previous 16,092 3.67%

Holding current value

$925,409

Previous $925,000 12.11%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$51.78 - $57.15 $30,601 - $33,775	-591 Reduced 3.67%	15,501 $813,000
Q3 2024 Nov 14, 2024	SELL	$51.72 - $57.96 $31,549 - $35,355	-610 Reduced 3.65%	16,092 $925,000
Q2 2024 Aug 14, 2024	SELL	$52.34 - $56.41 $529,000 - $570,135	-10,107 Reduced 37.7%	16,702 $886,000
Q1 2024 May 10, 2024	BUY	$50.46 - $54.5 $161,875 - $174,836	3,208 Added 13.59%	26,809 $1.46 Million
Q4 2023 Feb 09, 2024	BUY	$46.57 - $52.25 $133,283 - $149,539	2,862 Added 13.8%	23,601 $1.23 Million
Q3 2023 Nov 09, 2023	BUY	$47.71 - $51.06 $663,502 - $710,091	13,907 Added 203.56%	20,739 $1.01 Million
Q2 2023 Aug 07, 2023	BUY	$47.6 - $50.24 $92,820 - $97,968	1,950 Added 39.94%	6,832 $334,000
Q1 2023 May 15, 2023	SELL	$45.61 - $50.02 $312,747 - $342,987	-6,857 Reduced 58.41%	4,882 $237,000
Q4 2022 Feb 13, 2023	BUY	$38.5 - $46.73 $167,436 - $203,228	4,349 Added 58.85%	11,739 $539,000
Q2 2022 Aug 10, 2022	BUY	$43.33 - $50.78 $320,208 - $375,264	7,390 New	7,390 $321,000

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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