Capital Directions Investment Advisors, LLC Msci Eafe Growth ETF Transaction History

Capital Directions Investment Advisors, LLC

$268 Million
Q4 2022

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 22, 2022	SELL	$105.06 - $113.44 $61,880 - $66,816	-589 Closed	0 $0
Q3 2021 Nov 08, 2021	BUY	$105.79 - $113.94 $62,310 - $67,110	589 New	589 $63,000

Others Institutions Holding EFG

# of Institutions

938

Shares Held

137M

Call Options Held

100

Put Options Held

Envestnet Asset Management Inc

26.6M
Shares

$2.82 Billion
0.97% of portfolio
Jones Financial Companies Lllp

7.47M
Shares

$792 Million
0.88% of portfolio
Lpl Financial LLC Fort Mill, SC

6.6M
Shares

$700 Million
0.34% of portfolio
Jpmorgan Chase & CO New York, NY

6.16M
Shares

$653 Million
0.06% of portfolio
Axiom Advisory, LLC San Diego, CA

4.97M
Shares

$527 Million
5.5% of portfolio

View Full List

About MSCI EAFE GROWTH ETF

Ticker EFG
Sector ETFs
Industry ETFs

More about EFG

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