Cliftonlarsonallen Wealth Advisors, LLC Msci Eafe Growth ETF Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$5.16 Billion
Q4 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 10,075 shares of EFG stock, worth $1.02 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

10,075

Holding current value

$1.02 Million

% of portfolio

0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$96.83 - $106.88 $975,562 - $1.08 Million	10,075 New	10,075 $975,000
Q3 2023 Oct 13, 2023	SELL	$85.55 - $97.39 $172,041 - $195,851	-2,011 Reduced 16.71%	10,022 $864,000
Q2 2023 Jul 14, 2023	SELL	$93.15 - $96.95 $38,470 - $40,040	-413 Reduced 3.32%	12,033 $1.15 Million
Q1 2023 Apr 12, 2023	BUY	$84.36 - $93.68 $1.05 Million - $1.17 Million	12,446 New	12,446 $1.17 Million
Q4 2021 Jan 26, 2022	SELL	$105.06 - $113.44 $874,834 - $944,614	-8,327 Closed	0 $0
Q3 2021 Nov 02, 2021	BUY	$105.79 - $113.94 $880,913 - $948,778	8,327 New	8,327 $887,000
Q3 2021 Oct 14, 2021	SELL	$105.79 - $113.94 $880,913 - $948,778	-8,327 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$102.07 - $109.39 $849,936 - $910,890	8,327 New	8,327 $893,000

Others Institutions Holding EFG

# of Institutions

1,015

Shares Held

141M

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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Cliftonlarsonallen Wealth Advisors, LLC Msci Eafe Growth ETF Transaction History