Marcum Wealth, LLC Msci Eafe Value ETF Transaction History

Marcum Wealth, LLC

  • $1.14 Billion
  • Q1 2025

A detailed history of Marcum Wealth, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Marcum Wealth, LLC holds 14,974 shares of EFV stock, worth $865,047. This represents 0.08% of its overall portfolio holdings.

Number of Shares
14,974
Previous 16,603 9.81%
Holding current value
$865,047
Previous $871,000 2.18%
% of portfolio
0.08%
Previous 0.08%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 02, 2025
SELL
$51.88 - $60.73 $84,512 - $98,929
-1,629 Reduced 9.81%
14,974 $890,000
Q4 2024

Jan 13, 2025
BUY
$51.78 - $57.15 $40,750 - $44,977
787 Added 4.98%
16,603 $871,000
Q3 2024

Oct 08, 2024
SELL
$51.72 - $57.96 $5,947 - $6,665
-115 Reduced 0.72%
15,816 $909,000
Q2 2024

Jul 02, 2024
SELL
$52.34 - $56.41 $26,588 - $28,656
-508 Reduced 3.09%
15,931 $844,000
Q1 2024

Apr 10, 2024
SELL
$50.46 - $54.5 $22,353 - $24,143
-443 Reduced 2.62%
16,439 $894,000
Q4 2023

Jan 10, 2024
SELL
$46.57 - $52.25 $38,373 - $43,054
-824 Reduced 4.65%
16,882 $879,000
Q3 2023

Oct 10, 2023
SELL
$47.71 - $51.06 $36,784 - $39,367
-771 Reduced 4.17%
17,706 $866,000
Q2 2023

Jul 13, 2023
SELL
$47.6 - $50.24 $17,564 - $18,538
-369 Reduced 1.96%
18,477 $904,000
Q1 2023

Apr 19, 2023
SELL
$45.61 - $50.02 $65,860 - $72,228
-1,444 Reduced 7.12%
18,846 $914,000
Q4 2022

Jan 12, 2023
BUY
$38.5 - $46.73 $264,456 - $320,988
6,869 Added 51.18%
20,290 $0
Q3 2022

Oct 11, 2022
SELL
$38.45 - $45.24 $5,267 - $6,197
-137 Reduced 1.01%
13,421 $517,000
Q2 2022

Jul 14, 2022
SELL
$43.33 - $50.78 $16,898 - $19,804
-390 Reduced 2.8%
13,558 $588,000
Q1 2022

Apr 20, 2022
SELL
$45.64 - $53.35 $91,964 - $107,500
-2,015 Reduced 12.62%
13,948 $701,000
Q4 2021

Feb 01, 2022
BUY
$48.8 - $52.57 $85,985 - $92,628
1,762 Added 12.41%
15,963 $804,000
Q3 2021

Nov 08, 2021
BUY
$49.8 - $52.99 $38,445 - $40,908
772 Added 5.75%
14,201 $722,000
Q2 2021

Aug 10, 2021
BUY
$51.35 - $54.74 $2,926 - $3,120
57 Added 0.43%
13,429 $695,000
Q1 2021

May 11, 2021
BUY
$46.93 - $51.65 $627,547 - $690,663
13,372 New
13,372 $682,000

Others Institutions Holding EFV

# of Institutions
1,100
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
Track This Portfolio

Track Marcum Wealth, LLC Portfolio

Follow Marcum Wealth, LLC 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 Marcum Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marcum Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email