Beacon Financial Planning, Inc Msci Eafe Growth ETF Transaction History

Beacon Financial Planning, Inc

$179 Billion
Q2 2025

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 5,340 shares of EFG stock, worth $589,162. This represents 0.33% of its overall portfolio holdings.

Number of Shares

5,340

Previous 6,297 15.2%

Holding current value

$589,162

Previous $630 Million 5.01%

% of portfolio

0.33%

Previous 0.36%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$89.8 - $112.0 $85,938 - $107,184	-957 Reduced 15.2%	5,340 $598 Million
Q1 2025 Apr 24, 2025	BUY	$96.1 - $106.37 $195,083 - $215,931	2,030 Added 47.57%	6,297 $630 Million
Q4 2024 Jan 27, 2025	BUY	$96.83 - $106.88 $55,870 - $61,669	577 Added 15.64%	4,267 $413 Million
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

# of Institutions

1,102

Shares Held

119M

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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Beacon Financial Planning, Inc Msci Eafe Growth ETF Transaction History