A detailed history of Summit Financial Strategies, Inc. transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 47,146 shares of EFV stock, worth $2.47 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
47,146
Previous 50,490 6.62%
Holding current value
$2.47 Million
Previous $2.68 Million 1.31%
% of portfolio
0.33%
Previous 0.36%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$51.72 - $57.96 $172,951 - $193,818
-3,344 Reduced 6.62%
47,146 $2.71 Million
Q2 2024

Jul 19, 2024

SELL
$52.34 - $56.41 $7,798 - $8,405
-149 Reduced 0.29%
50,490 $2.68 Million
Q1 2024

May 09, 2024

SELL
$50.46 - $54.5 $108,690 - $117,393
-2,154 Reduced 4.08%
50,639 $2.75 Million
Q4 2023

Feb 13, 2024

SELL
$46.57 - $52.25 $333,301 - $373,953
-7,157 Reduced 11.94%
52,793 $2.75 Million
Q3 2023

Oct 24, 2023

SELL
$47.71 - $51.06 $108,874 - $116,518
-2,282 Reduced 3.67%
59,950 $2.93 Million
Q2 2023

Jul 21, 2023

SELL
$47.6 - $50.24 $193,874 - $204,627
-4,073 Reduced 6.14%
62,232 $3.05 Million
Q1 2023

Apr 21, 2023

SELL
$45.61 - $50.02 $81,915 - $89,835
-1,796 Reduced 2.64%
66,305 $3.22 Million
Q4 2022

Jan 20, 2023

SELL
$38.5 - $46.73 $2.04 Million - $2.48 Million
-53,066 Reduced 43.8%
68,101 $0
Q3 2022

Oct 21, 2022

SELL
$38.45 - $45.24 $20.1 Million - $23.7 Million
-523,774 Reduced 81.21%
121,167 $4.67 Million
Q2 2022

Jul 25, 2022

SELL
$43.33 - $50.78 $461,291 - $540,603
-10,646 Reduced 1.62%
644,941 $28 Million
Q1 2022

May 04, 2022

BUY
$45.64 - $53.35 $1.56 Million - $1.83 Million
34,229 Added 5.51%
655,587 $33 Million
Q4 2021

Feb 03, 2022

BUY
$48.8 - $52.57 $2.69 Million - $2.9 Million
55,169 Added 9.74%
621,358 $31.3 Million
Q3 2021

Nov 10, 2021

BUY
$49.8 - $52.99 $2.57 Million - $2.73 Million
51,539 Added 10.01%
566,189 $28.8 Million
Q2 2021

Aug 11, 2021

BUY
$51.35 - $54.74 $9.46 Million - $10.1 Million
184,189 Added 55.74%
514,650 $26.6 Million
Q1 2021

May 11, 2021

BUY
$46.93 - $51.65 $5.83 Million - $6.41 Million
124,164 Added 60.19%
330,461 $16.8 Million
Q4 2020

Feb 05, 2021

BUY
$38.61 - $47.72 $2.94 Million - $3.64 Million
76,265 Added 58.65%
206,297 $9.74 Million
Q3 2020

Nov 16, 2020

BUY
$39.83 - $42.77 $5.18 Million - $5.56 Million
130,032 New
130,032 $5.25 Million

Others Institutions Holding EFV

About MSCI EAFE VALUE ETF


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

Track Summit Financial Strategies, Inc. Portfolio

Follow Summit Financial Strategies, 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 Summit Financial Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Strategies, Inc. with notifications on news.