Wetherby Asset Management Inc Msci Eafe Value ETF Transaction History

Wetherby Asset Management Inc

  • $2.13 Billion
  • Q3 2024

A detailed history of Wetherby Asset Management Inc transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Wetherby Asset Management Inc holds 5,415 shares of EFV stock, worth $295,117. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,415
Previous 5,396 0.35%
Holding current value
$295,117
Previous $286,000 8.74%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024
BUY
$51.72 - $57.96 $982 - $1,101
19 Added 0.35%
5,415 $311,000
Q2 2024

Aug 14, 2024
SELL
$52.34 - $56.41 $149,378 - $160,994
-2,854 Reduced 34.59%
5,396 $286,000
Q1 2024

May 15, 2024
BUY
$50.46 - $54.5 $416,295 - $449,625
8,250 New
8,250 $448,000
Q3 2023

Nov 14, 2023
BUY
$47.71 - $51.06 $694,896 - $743,688
14,565 New
14,565 $712,000

Others Institutions Holding EFV

# of Institutions
1,043
Shares Held
300M
Call Options Held
1.46M
Put Options Held
0
View Full List

About MSCI EAFE VALUE ETF

EFV Quotes by TradingView
  • Ticker EFV
  • Sector ETFs
  • Industry ETFs
More about EFV
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