Soa Wealth Advisors, Llc. Msci Eafe Value ETF Transaction History

Soa Wealth Advisors, Llc.

$850 Million
Q1 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 4,456 shares of EFV stock, worth $257,423. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,456

Previous 4,456 -0.0%

Holding current value

$257,423

Previous $233,000 13.3%

% of portfolio

0.03%

Previous 0.04%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$51.78 - $57.15 $10,822 - $11,944	-209 Reduced 4.48%	4,456 $233,000
Q2 2024 Jul 17, 2024	BUY	$52.34 - $56.41 $889 - $958	17 Added 0.37%	4,665 $247,000
Q4 2023 Jan 10, 2024	BUY	$46.57 - $52.25 $512 - $574	11 Added 0.24%	4,648 $242,000
Q3 2023 Oct 10, 2023	SELL	$47.71 - $51.06 $11,021 - $11,794	-231 Reduced 4.75%	4,637 $226,000
Q2 2023 Jul 07, 2023	SELL	$47.6 - $50.24 $301,784 - $318,521	-6,340 Reduced 56.57%	4,868 $238,000
Q1 2023 Apr 28, 2023	SELL	$45.61 - $50.02 $1,824 - $2,000	-40 Reduced 0.36%	11,208 $543,000
Q4 2022 Jan 10, 2023	SELL	$38.5 - $46.73 $73,150 - $88,787	-1,900 Reduced 14.45%	11,248 $0
Q3 2022 Oct 07, 2022	BUY	$38.45 - $45.24 $9,612 - $11,310	250 Added 1.94%	13,148 $506,000
Q2 2022 Jul 13, 2022	SELL	$43.33 - $50.78 $135,579 - $158,890	-3,129 Reduced 19.52%	12,898 $559,000
Q1 2022 Apr 07, 2022	BUY	$45.64 - $53.35 $319 - $373	7 Added 0.04%	16,027 $805,000
Q4 2021 Jan 13, 2022	BUY	$48.8 - $52.57 $13,078 - $14,088	268 Added 1.7%	16,020 $806,000
Q3 2021 Oct 12, 2021	SELL	$49.8 - $52.99 $93,424 - $99,409	-1,876 Reduced 10.64%	15,752 $801,000
Q2 2021 Jul 14, 2021	SELL	$51.35 - $54.74 $229,431 - $244,578	-4,468 Reduced 20.22%	17,628 $912,000
Q1 2021 Apr 26, 2021	SELL	$46.93 - $51.65 $115,213 - $126,800	-2,455 Reduced 10.0%	22,096 $1.13 Million
Q4 2020 Mar 10, 2021	BUY	$38.61 - $47.72 $947,914 - $1.17 Million	24,551 New	24,551 $1.21 Million

Others Institutions Holding EFV

# of Institutions

1,099

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 Soa Wealth Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Soa Wealth Advisors, Llc. with notifications on news.

Account

Soa Wealth Advisors, Llc. Msci Eafe Value ETF Transaction History