Heritage Family Offices, LLP Msci Eafe Value ETF Transaction History

Heritage Family Offices, LLP

  • $215 Billion
  • Q3 2025

A detailed history of Heritage Family Offices, LLP transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Heritage Family Offices, LLP holds 14,184 shares of EFV stock, worth $996,567. This represents 0.45% of its overall portfolio holdings.

Number of Shares
14,184
Previous 14,613 2.94%
Holding current value
$996,567
Previous $869 Million 10.71%
% of portfolio
0.45%
Previous 0.44%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 07, 2025
SELL
$62.79 - $68.42 $26,936 - $29,352
-429 Reduced 2.94%
14,184 $962 Million
Q1 2025

Apr 10, 2025
SELL
$51.88 - $60.73 $18,209 - $21,316
-351 Reduced 2.35%
14,613 $861 Million
Q4 2024

Jan 14, 2025
BUY
$51.78 - $57.15 $279,922 - $308,952
5,406 Added 56.56%
14,964 $785 Million
Q3 2024

Oct 16, 2024
BUY
$51.72 - $57.96 $63,667 - $71,348
1,231 Added 14.78%
9,558 $550 Million
Q2 2024

Aug 01, 2024
BUY
$52.34 - $56.41 $435,835 - $469,726
8,327 New
8,327 $442 Million

Others Institutions Holding EFV

# of Institutions
1,252
Shares Held
350M
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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