Consilio Wealth Advisors, LLC Msci Eafe Growth ETF Transaction History

Consilio Wealth Advisors, LLC

$244 Million
Q4 2024

A detailed history of Consilio Wealth Advisors, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Consilio Wealth Advisors, LLC holds 169,052 shares of EFG stock, worth $17.7 Million. This represents 6.71% of its overall portfolio holdings.

Number of Shares

169,052

Previous 163,456 3.42%

Holding current value

$17.7 Million

Previous $17.6 Million 6.97%

% of portfolio

6.71%

Previous 7.27%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$96.83 - $106.88 $541,860 - $598,100	5,596 Added 3.42%	169,052 $16.4 Million
Q3 2024 Oct 07, 2024	BUY	$96.84 - $108.77 $1.16 Million - $1.31 Million	12,024 Added 7.94%	163,456 $17.6 Million
Q2 2024 Jul 12, 2024	BUY	$97.17 - $106.25 $362,152 - $395,993	3,727 Added 2.52%	151,432 $15.5 Million
Q1 2024 Apr 18, 2024	BUY	$93.77 - $104.85 $391,864 - $438,168	4,179 Added 2.91%	147,705 $15.3 Million
Q4 2023 Jan 11, 2024	BUY	$82.53 - $96.98 $926,151 - $1.09 Million	11,222 Added 8.48%	143,526 $13.9 Million
Q3 2023 Oct 11, 2023	BUY	$85.55 - $97.39 $383,264 - $436,307	4,480 Added 3.5%	132,304 $11.4 Million
Q2 2023 Jul 13, 2023	SELL	$93.15 - $96.95 $5,868 - $6,107	-63 Reduced 0.05%	127,824 $12.2 Million
Q1 2023 Apr 06, 2023	BUY	$84.36 - $93.68 $2.2 Million - $2.45 Million	26,106 Added 25.65%	127,887 $12 Million
Q4 2022 Jan 25, 2023	BUY	$72.2 - $88.14 $7.35 Million - $8.97 Million	101,781 New	101,781 $0

Others Institutions Holding EFG

# of Institutions

1,058

Shares Held

157M

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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Consilio Wealth Advisors, LLC Msci Eafe Growth ETF Transaction History