Epg Wealth Management LLC Msci Eafe Value ETF Transaction History

Epg Wealth Management LLC

  • $363 Billion
  • Q3 2025

A detailed history of Epg Wealth Management LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Epg Wealth Management LLC holds 245 shares of EFV stock, worth $17,213. This represents 0.0% of its overall portfolio holdings.

Number of Shares
245
Previous 245 -0.0%
Holding current value
$17,213
Previous $15.6 Million 6.85%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024
BUY
$51.72 - $57.96 $12,671 - $14,200
245 New
245 $14.1 Million
Q2 2024

Aug 13, 2024
SELL
$52.34 - $56.41 $75,893 - $81,794
-1,450 Closed
0 $0
Q1 2024

May 14, 2024
SELL
$50.46 - $54.5 $252 - $272
-5 Reduced 0.34%
1,450 $78,000
Q4 2023

Feb 14, 2024
BUY
$46.57 - $52.25 $1,024 - $1,149
22 Added 1.54%
1,455 $75,000
Q3 2023

Nov 13, 2023
SELL
$47.71 - $51.06 $429 - $459
-9 Reduced 0.62%
1,433 $70,000
Q2 2023

Aug 15, 2023
BUY
$47.6 - $50.24 $1,475 - $1,557
31 Added 2.2%
1,442 $70,000
Q1 2023

May 15, 2023
BUY
$45.61 - $50.02 $684 - $750
15 Added 1.07%
1,411 $68,000
Q4 2022

Feb 14, 2023
BUY
$38.5 - $46.73 $539 - $654
14 Added 1.01%
1,396 $64,000
Q3 2022

Nov 15, 2022
BUY
$38.45 - $45.24 $53,137 - $62,521
1,382 New
1,382 $53,000
Q2 2022

Aug 15, 2022
SELL
$43.33 - $50.78 $10,139 - $11,882
-234 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
$49.8 - $52.99 $11,653 - $12,399
234 New
234 $12,000
Q2 2020

Aug 06, 2020
SELL
$33.95 - $43.67 $3,157 - $4,061
-93 Closed
0 $0
Q1 2020

May 05, 2020
SELL
$30.99 - $50.45 $21,847 - $35,567
-705 Reduced 88.35%
93 $3,000
Q4 2019

Feb 14, 2020
BUY
$45.9 - $50.59 $36,628 - $40,370
798 New
798 $40,000

Others Institutions Holding EFV

# of Institutions
1,252
Shares Held
351M
Call Options Held
1.22M
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
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