A detailed history of Capital A Wealth Management, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Capital A Wealth Management, LLC holds 427 shares of EFG stock, worth $49,493. This represents 0.46% of its overall portfolio holdings.

Number of Shares
427
Previous 87,299 99.51%
Holding current value
$49,493
Previous $8.73 Billion 99.53%
% of portfolio
0.46%
Previous 9.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Sep 25, 2025

SELL
$89.8 - $112.0 $7.8 Million - $9.73 Million
-86,872 Reduced 99.51%
427 $41.4 Million
Q1 2025

May 02, 2025

BUY
$96.1 - $106.37 $6.74 Million - $7.46 Million
70,159 Added 409.33%
87,299 $8.73 Billion
Q4 2024

Feb 26, 2025

BUY
$96.83 - $106.88 $1.66 Million - $1.83 Million
17,140 New
17,140 $1.66 Billion

Others Institutions Holding EFG

About MSCI EAFE GROWTH ETF


  • Ticker EFG
  • Sector ETFs
  • Industry ETFs
More about EFG
Track This Portfolio

Track Capital A Wealth Management, LLC Portfolio

Follow Capital A Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital A Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital A Wealth Management, LLC with notifications on news.