A detailed history of Connecticut Wealth Management, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 3,281 shares of EFG stock, worth $331,676. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,281
Previous 4,028 18.55%
Holding current value
$331,676
Previous $418,000 19.86%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$97.17 - $106.25 $72,585 - $79,368
-747 Reduced 18.55%
3,281 $335,000
Q4 2023

Feb 06, 2024

SELL
$82.53 - $96.98 $7,345 - $8,631
-89 Reduced 2.16%
4,028 $390,000
Q3 2023

Oct 19, 2023

BUY
$85.55 - $97.39 $352,209 - $400,954
4,117 New
4,117 $355,000

Others Institutions Holding EFG

About MSCI EAFE GROWTH ETF


  • Ticker EFG
  • Sector ETFs
  • Industry ETFs
More about EFG
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