A detailed history of Beacon Financial Planning, Inc transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 3,690 shares of EFG stock, worth $364,719. This represents 0.25% of its overall portfolio holdings.

Number of Shares
3,690
Previous 1,992 85.24%
Holding current value
$364,719
Previous $204 Million 94.92%
% of portfolio
0.25%
Previous 0.14%

Shares

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

Oct 24, 2024

BUY
$96.84 - $108.77 $164,434 - $184,691
1,698 Added 85.24%
3,690 $397 Million
Q2 2024

Jul 18, 2024

BUY
$97.17 - $106.25 $193,562 - $211,650
1,992 New
1,992 $204 Million
Q2 2023

Jul 19, 2023

SELL
$93.15 - $96.95 $17,419 - $18,129
-187 Reduced 7.44%
2,328 $222 Million
Q4 2022

Feb 15, 2023

BUY
$72.2 - $88.14 $181,583 - $221,672
2,515 New
2,515 $211 Million

Others Institutions Holding EFG

About MSCI EAFE GROWTH ETF


  • Ticker EFG
  • Sector ETFs
  • Industry ETFs
More about EFG
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