Heritage Family Offices, LLP Msci Eafe Value ETF Transaction History

Heritage Family Offices, LLP

  • $200 Billion
  • Q4 2024

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 14,964 shares of EFV stock, worth $887,963. This represents 0.39% of its overall portfolio holdings.

Number of Shares
14,964
Previous 9,558 56.56%
Holding current value
$887,963
Previous $550 Million 42.79%
% of portfolio
0.39%
Previous 0.28%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,088
Shares Held
324M
Call Options Held
0
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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