Cornerstone Wealth Advisors, Inc. Msci Eafe Growth ETF Transaction History

Cornerstone Wealth Advisors, Inc.

$413 Million
Q3 2025

A detailed history of Cornerstone Wealth Advisors, Inc. transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Cornerstone Wealth Advisors, Inc. holds 8,970 shares of EFG stock, worth $1.04 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

8,970

Previous 8,745 2.57%

Holding current value

$1.04 Million

Previous $979,000 4.29%

% of portfolio

0.25%

Previous 0.25%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$106.99 - $114.46 $24,072 - $25,753	225 Added 2.57%	8,970 $1.02 Million
Q2 2025 Jul 17, 2025	SELL	$89.8 - $112.0 $20,205 - $25,200	-225 Reduced 2.51%	8,745 $979,000
Q1 2025 Apr 17, 2025	BUY	$96.1 - $106.37 $155,201 - $171,787	1,615 Added 21.96%	8,970 $897,000
Q4 2024 Jan 21, 2025	BUY	$96.83 - $106.88 $7,746 - $8,550	80 Added 1.1%	7,355 $712,000
Q3 2024 Oct 24, 2024	SELL	$96.84 - $108.77 $5,326 - $5,982	-55 Reduced 0.75%	7,275 $783,000
Q2 2024 Jul 12, 2024	BUY	$97.17 - $106.25 $14,089 - $15,406	145 Added 2.02%	7,330 $749,000
Q1 2024 Apr 11, 2024	BUY	$93.77 - $104.85 $21,848 - $24,430	233 Added 3.35%	7,185 $745,000
Q4 2023 Jan 19, 2024	SELL	$82.53 - $96.98 $29,545 - $34,718	-358 Reduced 4.9%	6,952 $673,000
Q3 2023 Oct 23, 2023	SELL	$85.55 - $97.39 $4,277 - $4,869	-50 Reduced 0.68%	7,310 $630,000
Q2 2023 Jul 20, 2023	BUY	$93.15 - $96.95 $9,315 - $9,695	100 Added 1.38%	7,360 $702,000
Q1 2023 May 11, 2023	SELL	$84.36 - $93.68 $3,374 - $3,747	-40 Reduced 0.55%	7,260 $680,000
Q4 2022 Jan 23, 2023	BUY	$72.2 - $88.14 $209,380 - $255,606	2,900 Added 65.91%	7,300 $0
Q3 2022 Oct 18, 2022	BUY	$71.9 - $88.11 $316,360 - $387,684	4,400 New	4,400 $319,000

Others Institutions Holding EFG

# of Institutions

1,107

Shares Held

112M

Call Options Held

100

Put Options Held

View Full List

About MSCI EAFE GROWTH ETF

Ticker EFG
Sector ETFs
Industry ETFs

More about EFG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Wealth Advisors, Inc. with notifications on news.

Account

Cornerstone Wealth Advisors, Inc. Msci Eafe Growth ETF Transaction History