A detailed history of Wealth Architects, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Wealth Architects, LLC holds 85,250 shares of EFV stock, worth $4.46 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
85,250
Previous 85,308 0.07%
Holding current value
$4.46 Million
Previous $4.52 Million 8.4%
% of portfolio
0.58%
Previous 0.57%

Shares

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

Oct 31, 2024

SELL
$51.72 - $57.96 $2,999 - $3,361
-58 Reduced 0.07%
85,250 $4.9 Million
Q2 2024

Aug 08, 2024

SELL
$52.34 - $56.41 $185,021 - $199,409
-3,535 Reduced 3.98%
85,308 $4.52 Million
Q1 2024

May 13, 2024

SELL
$50.46 - $54.5 $93,048 - $100,498
-1,844 Reduced 2.03%
88,843 $4.83 Million
Q4 2023

Feb 14, 2024

SELL
$46.57 - $52.25 $192,473 - $215,949
-4,133 Reduced 4.36%
90,687 $4.72 Million
Q3 2023

Nov 09, 2023

SELL
$47.71 - $51.06 $143 - $153
-3 Reduced -0.0%
94,820 $4.64 Million
Q2 2023

Aug 02, 2023

SELL
$47.6 - $50.24 $31,130 - $32,856
-654 Reduced 0.68%
94,823 $4.64 Million
Q1 2023

Apr 21, 2023

SELL
$45.61 - $50.02 $96,556 - $105,892
-2,117 Reduced 2.17%
95,477 $4.63 Million
Q4 2022

Feb 09, 2023

BUY
$38.5 - $46.73 $3.4 Million - $4.13 Million
88,336 Added 954.16%
97,594 $4.48 Million
Q3 2022

Oct 24, 2022

BUY
$38.45 - $45.24 $91,011 - $107,083
2,367 Added 34.35%
9,258 $357,000
Q2 2022

Jul 29, 2022

SELL
$43.33 - $50.78 $452,755 - $530,600
-10,449 Reduced 60.26%
6,891 $299,000
Q1 2022

May 17, 2022

SELL
$45.64 - $53.35 $7,302 - $8,536
-160 Reduced 0.91%
17,340 $872,000
Q4 2021

Jan 19, 2022

BUY
$48.8 - $52.57 $493,709 - $531,850
10,117 Added 137.03%
17,500 $882,000
Q3 2021

Nov 09, 2021

SELL
$49.8 - $52.99 $3,984 - $4,239
-80 Reduced 1.07%
7,383 $375,000
Q2 2021

Aug 09, 2021

SELL
$51.35 - $54.74 $115,794 - $123,438
-2,255 Reduced 23.2%
7,463 $386,000
Q4 2020

Jan 28, 2021

SELL
$38.61 - $47.72 $463 - $572
-12 Reduced 0.12%
9,718 $459,000
Q3 2020

Nov 09, 2020

BUY
$39.83 - $42.77 $8,842 - $9,494
222 Added 2.33%
9,730 $393,000
Q2 2020

Aug 14, 2020

BUY
$33.95 - $43.67 $10,354 - $13,319
305 Added 3.31%
9,508 $380,000
Q1 2020

Apr 23, 2020

BUY
$30.99 - $50.45 $100,624 - $163,811
3,247 Added 54.52%
9,203 $328,000
Q4 2019

Jan 28, 2020

BUY
$45.9 - $50.59 $9,088 - $10,016
198 Added 3.44%
5,956 $297,000
Q3 2019

Oct 23, 2019

SELL
$43.89 - $48.71 $10,621 - $11,787
-242 Reduced 4.03%
5,758 $273,000
Q2 2019

Jul 12, 2019

BUY
$46.67 - $50.58 $10,687 - $11,582
229 Added 3.97%
6,000 $288,000
Q1 2019

May 01, 2019

BUY
$44.87 - $49.81 $18,082 - $20,073
403 Added 7.51%
5,771 $282,000
Q4 2018

Jan 17, 2019

BUY
$43.66 - $52.0 $8,077 - $9,620
185 Added 3.57%
5,368 $243,000
Q3 2018

Oct 04, 2018

BUY
$49.68 - $52.91 $13,463 - $14,338
271 Added 5.52%
5,183 $269,000
Q1 2018

Apr 13, 2018

BUY
$53.17 - $59.57 $4,891 - $5,480
92 Added 1.91%
4,912 $268,000
Q4 2017

Jan 31, 2018

BUY
$54.08 - $55.77 $3,136 - $3,234
58 Added 1.22%
4,820 $266,000
Q2 2017

Aug 10, 2017

BUY
N/A
4,762
4,762 $246,000

Others Institutions Holding EFV

About MSCI EAFE VALUE ETF


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

Track Wealth Architects, LLC Portfolio

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

News

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