Confluence Wealth Services, Inc. Msci Eafe Growth ETF Transaction History

Confluence Wealth Services, Inc.

  • $1.68 Billion
  • Q2 2025

A detailed history of Confluence Wealth Services, Inc. transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 6,140 shares of EFG stock, worth $711,687. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,140
Previous 5,736 7.04%
Holding current value
$711,687
Previous $573,000 19.9%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jul 22, 2025
BUY
$89.8 - $112.0 $36,279 - $45,248
404 Added 7.04%
6,140 $687,000
Q1 2025

Apr 24, 2025
BUY
$96.1 - $106.37 $551,229 - $610,138
5,736 New
5,736 $573,000
Q1 2022

Apr 26, 2022
SELL
$87.3 - $110.53 $10,737 - $13,595
-123 Closed
0 $0
Q4 2021

Feb 10, 2022
BUY
$105.06 - $113.44 $12,922 - $13,953
123 New
123 $13,000

Others Institutions Holding EFG

# of Institutions
1,109
Shares Held
110M
Call Options Held
100
Put Options Held
0
View Full List

About MSCI EAFE GROWTH ETF

EFG Quotes by TradingView
  • Ticker EFG
  • Sector ETFs
  • Industry ETFs
More about EFG
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