Pinnacle Family Advisors, LLC Msci Eafe Value ETF Transaction History

Pinnacle Family Advisors, LLC

$183 Million
Q4 2024

A detailed history of Pinnacle Family Advisors, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 10,991 shares of EFV stock, worth $625,277. This represents 0.32% of its overall portfolio holdings.

Number of Shares

10,991

Previous 5,355 105.25%

Holding current value

$625,277

Previous $308,000 87.01%

% of portfolio

0.32%

Previous 0.18%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$51.78 - $57.15 $291,832 - $322,097	5,636 Added 105.25%	10,991 $576,000
Q3 2024 Nov 14, 2024	SELL	$51.72 - $57.96 $82,700 - $92,678	-1,599 Reduced 22.99%	5,355 $308,000
Q2 2024 Aug 14, 2024	SELL	$52.34 - $56.41 $200,409 - $215,993	-3,829 Reduced 35.51%	6,954 $368,000
Q1 2024 May 15, 2024	BUY	$50.46 - $54.5 $84,621 - $91,396	1,677 Added 18.42%	10,783 $586,000
Q4 2023 Feb 14, 2024	SELL	$46.57 - $52.25 $45,964 - $51,570	-987 Reduced 9.78%	9,106 $474,000
Q3 2023 Nov 14, 2023	BUY	$47.71 - $51.06 $88,740 - $94,971	1,860 Added 22.59%	10,093 $493,000
Q2 2023 Aug 14, 2023	SELL	$47.6 - $50.24 $58,881 - $62,146	-1,237 Reduced 13.06%	8,233 $402,000
Q1 2023 May 15, 2023	SELL	$45.61 - $50.02 $33,158 - $36,364	-727 Reduced 7.13%	9,470 $459,000
Q4 2022 Feb 10, 2023	BUY	$38.5 - $46.73 $19,635 - $23,832	510 Added 5.26%	10,197 $467,000
Q3 2022 Nov 14, 2022	SELL	$38.45 - $45.24 $65,057 - $76,546	-1,692 Reduced 14.87%	9,687 $373,000
Q2 2022 Aug 15, 2022	SELL	$43.33 - $50.78 $6,152 - $7,210	-142 Reduced 1.23%	11,379 $494,000
Q1 2022 May 16, 2022	BUY	$45.64 - $53.35 $525,818 - $614,645	11,521 New	11,521 $579,000
Q4 2021 Feb 14, 2022	SELL	$48.8 - $52.57 $523,087 - $563,497	-10,719 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$49.8 - $52.99 $2,490 - $2,649	50 Added 0.47%	10,719 $545,000
Q2 2021 Aug 16, 2021	BUY	$51.35 - $54.74 $25,212 - $26,877	491 Added 4.82%	10,669 $552,000
Q1 2021 May 14, 2021	BUY	$46.93 - $51.65 $477,653 - $525,693	10,178 New	10,178 $519,000

Others Institutions Holding EFV

# of Institutions

1,081

Shares Held

324M

Call Options Held

Put Options Held

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About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

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Pinnacle Family Advisors, LLC Msci Eafe Value ETF Transaction History