Certus Wealth Management, LLC Msci Eafe Growth ETF Transaction History

Certus Wealth Management, LLC

$141 Million
Q1 2025

A detailed history of Certus Wealth Management, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Certus Wealth Management, LLC holds 57,818 shares of EFG stock, worth $6.21 Million. This represents 4.11% of its overall portfolio holdings.

Number of Shares

57,818

Previous 78,311 26.17%

Holding current value

$6.21 Million

Previous $7.58 Million 23.75%

% of portfolio

4.11%

Previous 5.26%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$96.1 - $106.37 $1.97 Million - $2.18 Million	-20,493 Reduced 26.17%	57,818 $5.78 Million
Q4 2024 Feb 11, 2025	BUY	$96.83 - $106.88 $930,052 - $1.03 Million	9,605 Added 13.98%	78,311 $7.58 Million
Q3 2024 Nov 12, 2024	BUY	$96.84 - $108.77 $56,070 - $62,977	579 Added 0.85%	68,706 $7.4 Million
Q2 2024 Aug 02, 2024	BUY	$97.17 - $106.25 $1.24 Million - $1.35 Million	12,733 Added 22.99%	68,127 $6.97 Million
Q1 2024 May 06, 2024	BUY	$93.77 - $104.85 $828,364 - $926,244	8,834 Added 18.97%	55,394 $5.75 Million
Q4 2023 Feb 09, 2024	SELL	$82.53 - $96.98 $786,841 - $924,607	-9,534 Reduced 17.0%	46,560 $4.51 Million
Q3 2023 Nov 02, 2023	BUY	$85.55 - $97.39 $2.47 Million - $2.81 Million	28,876 Added 106.09%	56,094 $4.84 Million
Q2 2023 Aug 10, 2023	BUY	$93.15 - $96.95 $2.54 Million - $2.64 Million	27,218 New	27,218 $2.6 Billion

Others Institutions Holding EFG

# of Institutions

1,080

Shares Held

120M

Call Options Held

100

Put Options Held

View Full List

About MSCI EAFE GROWTH ETF

Ticker EFG
Sector ETFs
Industry ETFs

More about EFG

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Certus Wealth Management, LLC Msci Eafe Growth ETF Transaction History