Kingswood Wealth Advisors, LLC Msci Eafe Value ETF Transaction History

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 27,906 shares of EFV stock, worth $1.66 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

27,906

Previous 21,794 28.04%

Holding current value

$1.66 Million

Previous $1.25 Billion 16.79%

% of portfolio

0.11%

Previous 0.09%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$51.78 - $57.15 $316,479 - $349,300	6,112 Added 28.04%	27,906 $1.46 Billion
Q3 2024 Oct 21, 2024	BUY	$51.72 - $57.96 $158,987 - $178,169	3,074 Added 16.42%	21,794 $1.25 Billion
Q2 2024 Jul 09, 2024	BUY	$52.34 - $56.41 $103,266 - $111,296	1,973 Added 11.78%	18,720 $993 Million
Q1 2024 Apr 15, 2024	SELL	$50.46 - $54.5 $45,161 - $48,777	-895 Reduced 5.07%	16,747 $911 Million
Q4 2023 Jan 16, 2024	BUY	$46.57 - $52.25 $821,587 - $921,794	17,642 New	17,642 $919 Million

Others Institutions Holding EFV

# of Institutions

1,096

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Account

Kingswood Wealth Advisors, LLC Msci Eafe Value ETF Transaction History