Sax Wealth Advisors, LLC Msci Eafe Value ETF Transaction History

Sax Wealth Advisors, LLC

$1.26 Billion
Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 49,026 shares of EFV stock, worth $2.87 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

49,026

Previous 42,591 15.11%

Holding current value

$2.87 Million

Previous $2.45 Million 4.98%

% of portfolio

0.2%

Previous 0.22%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$51.78 - $57.15 $333,204 - $367,760	6,435 Added 15.11%	49,026 $2.57 Million
Q3 2024 Oct 17, 2024	SELL	$51.72 - $57.96 $18,670 - $20,923	-361 Reduced 0.84%	42,591 $2.45 Million
Q2 2024 Jul 12, 2024	BUY	$52.34 - $56.41 $12,090 - $13,030	231 Added 0.54%	42,952 $2.28 Million
Q1 2024 May 13, 2024	BUY	$50.46 - $54.5 $2,472 - $2,670	49 Added 0.11%	42,721 $2.32 Million
Q4 2023 Feb 14, 2024	BUY	$46.57 - $52.25 $31,714 - $35,582	681 Added 1.62%	42,672 $2.22 Million
Q3 2023 Nov 07, 2023	SELL	$47.71 - $51.06 $66,889 - $71,586	-1,402 Reduced 3.23%	41,991 $2.05 Million
Q2 2023 Aug 10, 2023	SELL	$47.6 - $50.24 $337,912 - $356,653	-7,099 Reduced 14.06%	43,393 $2.12 Million
Q1 2023 May 05, 2023	BUY	$45.61 - $50.02 $21,026 - $23,059	461 Added 0.92%	50,492 $2.45 Million
Q4 2022 Feb 06, 2023	SELL	$38.5 - $46.73 $23,100 - $28,037	-600 Reduced 1.19%	50,031 $2.3 Million
Q3 2022 Nov 08, 2022	SELL	$38.45 - $45.24 $85,243 - $100,297	-2,217 Reduced 4.2%	50,631 $1.95 Million
Q2 2022 Aug 11, 2022	BUY	$43.33 - $50.78 $60,878 - $71,345	1,405 Added 2.73%	52,848 $2.29 Million
Q1 2022 Aug 11, 2022	SELL	$45.64 - $53.35 $31,035 - $36,278	-680 Reduced 1.3%	51,443 $2.59 Million
Q1 2022 Apr 20, 2022	SELL	$45.64 - $53.35 $628,371 - $734,522	-13,768 Reduced 20.9%	52,123 $2.62 Million
Q4 2021 Feb 07, 2022	BUY	$48.8 - $52.57 $3,611 - $3,890	74 Added 0.11%	65,891 $3.32 Million
Q3 2021 Dec 10, 2021	SELL	$49.8 - $52.99 $10,806 - $11,498	-217 Reduced 0.33%	65,817 $3.35 Million
Q2 2021 Aug 12, 2021	BUY	$51.35 - $54.74 $28,139 - $29,997	548 Added 0.84%	66,034 $3.42 Million
Q1 2021 May 14, 2021	BUY	$46.93 - $51.65 $65,702 - $72,310	1,400 Added 2.18%	65,486 $3.34 Million
Q4 2020 Feb 16, 2021	BUY	$38.61 - $47.72 $2.47 Million - $3.06 Million	64,086 New	64,086 $3.03 Million

Others Institutions Holding EFV

# of Institutions

1,099

Shares Held

320M

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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Sax Wealth Advisors, LLC Msci Eafe Value ETF Transaction History