Seneca Financial Advisors LLC Msci Eafe Growth ETF Transaction History

Seneca Financial Advisors LLC

$306 Billion
Q3 2025

A detailed history of Seneca Financial Advisors LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Seneca Financial Advisors LLC holds 129,081 shares of EFG stock, worth $14.7 Million. This represents 4.8% of its overall portfolio holdings.

Number of Shares

129,081

Previous 78,966 63.46%

Holding current value

$14.7 Million

Previous $8.84 Billion 66.21%

% of portfolio

4.8%

Previous 3.41%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$106.99 - $114.46 $5.36 Million - $5.74 Million	50,115 Added 63.46%	129,081 $14.7 Billion
Q2 2025 Aug 27, 2025	BUY	$89.8 - $112.0 $5.96 Million - $7.43 Million	66,339 Added 525.37%	78,966 $8.84 Billion
Q4 2024 Aug 27, 2025	SELL	$96.83 - $106.88 $198,791 - $219,424	-2,053 Reduced 13.99%	12,627 $1.22 Billion
Q2 2024 Aug 27, 2025	BUY	$97.17 - $106.25 $9,036 - $9,881	93 Added 0.64%	14,680 $1.5 Billion
Q4 2023 Aug 27, 2025	BUY	$82.53 - $96.98 $305,691 - $359,213	3,704 Added 34.03%	14,587 $1.41 Billion
Q2 2023 Aug 27, 2025	BUY	$93.15 - $96.95 $252,343 - $262,637	2,709 Added 33.14%	10,883 $1.04 Billion
Q1 2023 Aug 27, 2025	SELL	$84.36 - $93.68 $246,246 - $273,451	-2,919 Reduced 26.31%	8,174 $766 Million
Q4 2022 Aug 27, 2025	SELL	$72.2 - $88.14 $207,069 - $252,785	-2,868 Reduced 20.54%	11,093 $929 Million
Q3 2022 Aug 27, 2025	SELL	$71.9 - $88.11 $191,325 - $234,460	-2,661 Reduced 16.01%	13,961 $1.01 Billion
Q2 2022 Aug 27, 2025	SELL	$77.95 - $97.78 $163,617 - $205,240	-2,099 Reduced 11.21%	16,622 $1.34 Billion
Q1 2022 Aug 27, 2025	SELL	$87.3 - $110.53 $53,340 - $67,533	-611 Reduced 3.16%	18,721 $1.8 Billion
Q4 2021 Aug 27, 2025	BUY	$105.06 - $113.44 $229,135 - $247,412	2,181 Added 12.72%	19,332 $2.13 Billion
Q3 2021 Aug 27, 2025	SELL	$105.79 - $113.94 $359,580 - $387,282	-3,399 Reduced 16.54%	17,151 $1.83 Billion
Q2 2021 Aug 27, 2025	BUY	$102.07 - $109.39 $60,323 - $64,649	591 Added 2.96%	20,550 $2.2 Billion
Q1 2021 Aug 27, 2025	BUY	$97.17 - $105.39 $24,681 - $26,769	254 Added 1.29%	19,959 $2.01 Billion
Q4 2020 Aug 27, 2025	BUY	$86.3 - $101.51 $1.7 Million - $2 Million	19,705 New	19,705 $1.99 Billion

Others Institutions Holding EFG

# of Institutions

1,121

Shares Held

106M

Call Options Held

100

Put Options Held

View Full List

About MSCI EAFE GROWTH ETF

Ticker EFG
Sector ETFs
Industry ETFs

More about EFG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Seneca Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Seneca Financial Advisors LLC with notifications on news.

Account

Seneca Financial Advisors LLC Msci Eafe Growth ETF Transaction History