A detailed history of Lockerman Financial Group, Inc. transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Lockerman Financial Group, Inc. holds 5,350 shares of EFV stock, worth $375,891. This represents 0.83% of its overall portfolio holdings.

Number of Shares
5,350
Previous 5,067 5.59%
Holding current value
$375,891
Previous $343,000 9.33%
% of portfolio
0.83%
Previous 0.47%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026

BUY
$66.73 - $70.99 $18,884 - $20,090
283 Added 5.59%
5,350 $375,000
Q3 2025

Oct 16, 2025

SELL
$62.79 - $68.42 $49,290 - $53,709
-785 Reduced 13.41%
5,067 $343,000
Q2 2025

Jul 17, 2025

BUY
$52.4 - $64.65 $306,644 - $378,331
5,852 New
5,852 $371,000

Others Institutions Holding EFV

About MSCI EAFE VALUE ETF


  • Ticker EFV
  • Sector ETFs
  • Industry ETFs
More about EFV
Track This Portfolio

Track Lockerman Financial Group, Inc. Portfolio

Follow Lockerman Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lockerman Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lockerman Financial Group, Inc. with notifications on news.