A detailed history of Cypress Wealth Services, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 176,021 shares of EFV stock, worth $9.75 Million. This represents 2.16% of its overall portfolio holdings.

Number of Shares
176,021
Previous 120,659 45.88%
Holding current value
$9.75 Million
Previous $6.4 Million 58.24%
% of portfolio
2.16%
Previous 1.46%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

BUY
$51.72 - $57.96 $2.86 Million - $3.21 Million
55,362 Added 45.88%
176,021 $10.1 Million
Q2 2024

Jul 12, 2024

SELL
$52.34 - $56.41 $2.11 Million - $2.28 Million
-40,393 Reduced 25.08%
120,659 $6.4 Million
Q1 2024

Apr 15, 2024

SELL
$50.46 - $54.5 $1.97 Million - $2.13 Million
-39,086 Reduced 19.53%
161,052 $8.76 Million
Q4 2023

Jan 10, 2024

SELL
$46.57 - $52.25 $100,498 - $112,755
-2,158 Reduced 1.07%
200,138 $10.4 Million
Q3 2023

Oct 13, 2023

BUY
$47.71 - $51.06 $3.19 Million - $3.41 Million
66,833 Added 49.34%
202,296 $9.9 Million
Q2 2023

Jul 21, 2023

SELL
$47.6 - $50.24 $18,040 - $19,040
-379 Reduced 0.28%
135,463 $6.63 Million
Q1 2023

Apr 07, 2023

SELL
$45.61 - $50.02 $255,279 - $279,961
-5,597 Reduced 3.96%
135,842 $6.59 Million
Q4 2022

Jan 18, 2023

BUY
$38.5 - $46.73 $367,405 - $445,944
9,543 Added 7.24%
141,439 $0
Q3 2022

Oct 14, 2022

SELL
$38.45 - $45.24 $1.54 Million - $1.81 Million
-40,060 Reduced 23.3%
131,896 $5.18 Million
Q2 2022

Jul 27, 2022

BUY
$43.33 - $50.78 $298,760 - $350,128
6,895 Added 4.18%
171,956 $7.46 Million
Q1 2022

Apr 22, 2022

BUY
$45.64 - $53.35 $2.65 Million - $3.1 Million
58,070 Added 54.28%
165,061 $8.3 Million
Q4 2021

Jan 19, 2022

BUY
$48.8 - $52.57 $879,961 - $947,942
18,032 Added 20.27%
106,991 $5.39 Million
Q3 2021

Oct 13, 2021

BUY
$49.8 - $52.99 $2.04 Million - $2.17 Million
40,969 Added 85.37%
88,959 $4.52 Million
Q2 2021

Jul 14, 2021

SELL
$51.35 - $54.74 $820,675 - $874,854
-15,982 Reduced 24.98%
47,990 $2.48 Million
Q1 2021

Apr 28, 2021

BUY
$46.93 - $51.65 $3 Million - $3.3 Million
63,972 New
63,972 $3.26 Million
Q2 2018

Aug 06, 2018

SELL
$50.85 - $56.38 $262,436 - $290,977
-5,161 Closed
0 $0
Q1 2018

May 01, 2018

BUY
$53.17 - $59.57 $57,104 - $63,978
1,074 Added 26.28%
5,161 $282,000
Q4 2017

Feb 05, 2018

BUY
$54.08 - $55.77 $221,024 - $227,931
4,087
4,087 $226,000

Others Institutions Holding EFV

About MSCI EAFE VALUE ETF


  • Ticker EFV
  • Sector ETFs
  • Industry ETFs
More about EFV
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