Center For Financial Planning, Inc. Msci Eafe Value ETF Transaction History

Center For Financial Planning, Inc.

$932 Million
Q3 2025

A detailed history of Center For Financial Planning, Inc. transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 7,611 shares of EFV stock, worth $534,748. This represents 0.06% of its overall portfolio holdings.

Number of Shares

7,611

Previous 7,611 -0.0%

Holding current value

$534,748

Previous $483,000 6.83%

% of portfolio

0.06%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	SELL	$52.34 - $56.41 $14,655 - $15,794	-280 Reduced 3.55%	7,611 $403,000
Q1 2024 Apr 25, 2024	SELL	$50.46 - $54.5 $3,078 - $3,324	-61 Reduced 0.77%	7,891 $429,000
Q4 2023 Jan 29, 2024	SELL	$46.57 - $52.25 $8,382 - $9,405	-180 Reduced 2.21%	7,952 $414,000
Q4 2020 Feb 09, 2021	SELL	$38.61 - $47.72 $57,915 - $71,580	-1,500 Reduced 15.57%	8,132 $384,000
Q3 2020 Nov 12, 2020	SELL	$39.83 - $42.77 $9,957 - $10,692	-250 Reduced 2.53%	9,632 $389,000

Q2 2020 Aug 06, 2020	SELL	$33.95 - $43.67 $274,553 - $353,159	-8,087 Reduced 45.01%	9,882 $395,000
Q1 2020 May 11, 2020	BUY	$30.99 - $50.45 $556,859 - $906,536	17,969 New	17,969 $641,000

Others Institutions Holding EFV

# of Institutions

1,252

Shares Held

350M

Call Options Held

1.22M

Put Options Held

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

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Center For Financial Planning, Inc. Msci Eafe Value ETF Transaction History