Shared Vision Wealth Group LLC Msci Eafe Growth ETF Transaction History

Shared Vision Wealth Group LLC

  • $190 Billion
  • Q4 2024

A detailed history of Shared Vision Wealth Group LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 53,348 shares of EFG stock, worth $5.54 Million. This represents 2.72% of its overall portfolio holdings.

Number of Shares
53,348
Previous 48,765 9.4%
Holding current value
$5.54 Million
Previous $5.25 Billion 1.6%
% of portfolio
2.72%
Previous 2.8%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$96.83 - $106.88 $443,771 - $489,831
4,583 Added 9.4%
53,348 $5.17 Billion
Q3 2024

Nov 12, 2024
SELL
$96.84 - $108.77 $258,562 - $290,415
-2,670 Reduced 5.19%
48,765 $5.25 Billion
Q2 2024

Jul 23, 2024
BUY
$97.17 - $106.25 $1.39 Million - $1.52 Million
14,352 Added 38.7%
51,435 $5.26 Billion
Q1 2024

May 06, 2024
SELL
$93.77 - $104.85 $328,757 - $367,604
-3,506 Reduced 8.64%
37,083 $3.85 Billion
Q4 2023

Feb 07, 2024
BUY
$82.53 - $96.98 $3.35 Million - $3.94 Million
40,589 New
40,589 $3.93 Billion

Others Institutions Holding EFG

# of Institutions
1,063
Shares Held
157M
Call Options Held
100
Put Options Held
0
View Full List

About MSCI EAFE GROWTH ETF

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