Forthright Family Wealth Advisory LLC Msci Eafe Value ETF Transaction History

Forthright Family Wealth Advisory LLC

$138 Million
Q4 2024

A detailed history of Forthright Family Wealth Advisory LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 160,763 shares of EFV stock, worth $9.54 Million. This represents 6.13% of its overall portfolio holdings.

Number of Shares

160,763

Previous 70,768 127.17%

Holding current value

$9.54 Million

Previous $3.9 Billion 99.78%

% of portfolio

6.13%

Previous 2.5%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 03, 2025	BUY	$51.78 - $57.15 $4.66 Million - $5.14 Million	89,995 Added 127.17%	160,763 $8.44 Million
Q3 2024 Dec 09, 2024	SELL	$51.72 - $57.96 $3.57 Million - $4 Million	-69,067 Reduced 49.39%	70,768 $3.9 Billion
Q2 2024 Aug 12, 2024	SELL	$52.34 - $56.41 $195,542 - $210,747	-3,736 Reduced 2.6%	139,835 $7.42 Billion
Q1 2024 Apr 29, 2024	BUY	$50.46 - $54.5 $432,997 - $467,664	8,581 Added 6.36%	143,571 $7.81 Billion
Q4 2023 Feb 28, 2024	BUY	$46.57 - $52.25 $6.29 Million - $7.05 Million	134,990 New	134,990 $7.03 Billion

Others Institutions Holding EFV

# of Institutions

1,088

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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Forthright Family Wealth Advisory LLC Msci Eafe Value ETF Transaction History