Copia Wealth Management Msci Eafe Value ETF Transaction History

Copia Wealth Management

$105 Billion
Q4 2024

A detailed history of Copia Wealth Management transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Copia Wealth Management holds 6,159 shares of EFV stock, worth $369,170. This represents 0.31% of its overall portfolio holdings.

Number of Shares

6,159

Holding current value

$369,170

% of portfolio

0.31%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Mar 06, 2025	BUY	$51.78 - $57.15 $318,913 - $351,986	6,159 New	6,159 $323 Million

Others Institutions Holding EFV

# of Institutions

1,090

Shares Held

324M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

58M
Shares

$3.48 Billion
1.01% of portfolio
Lpl Financial LLC Fort Mill, SC

17.2M
Shares

$1.03 Billion
0.38% of portfolio
Jpmorgan Chase & CO New York, NY

14.3M
Shares

$859 Million
0.06% of portfolio
Us Bancorp \De\

12.8M
Shares

$767 Million
0.89% of portfolio
Jones Financial Companies Lllp

12.6M
Shares

$755 Million
0.63% of portfolio

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

More about EFV

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Copia Wealth Management Msci Eafe Value ETF Transaction History