Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Msci Eafe Growth ETF Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $4.37 Billion
  • Q2 2025

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 141,348 shares of EFG stock, worth $15.8 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
141,348
Previous 137,953 2.46%
Holding current value
$15.8 Million
Previous $13.8 Million 14.75%
% of portfolio
0.36%
Previous 0.36%

Shares

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

Jul 21, 2025
BUY
$89.8 - $112.0 $304,871 - $380,240
3,395 Added 2.46%
141,348 $15.8 Million
Q1 2025

May 08, 2025
BUY
$96.1 - $106.37 $1.98 Million - $2.19 Million
20,578 Added 17.53%
137,953 $13.8 Million
Q4 2024

Jan 21, 2025
BUY
$96.83 - $106.88 $903,423 - $997,190
9,330 Added 8.64%
117,375 $11.4 Million
Q3 2024

Oct 31, 2024
BUY
$96.84 - $108.77 $1.74 Million - $1.96 Million
17,989 Added 19.98%
108,045 $11.6 Million
Q2 2024

Aug 09, 2024
BUY
$97.17 - $106.25 $879,485 - $961,668
9,051 Added 11.17%
90,056 $9.21 Million
Q1 2024

May 06, 2024
BUY
$93.77 - $104.85 $1.08 Million - $1.21 Million
11,522 Added 16.58%
81,005 $8.41 Million
Q4 2023

Feb 06, 2024
BUY
$82.53 - $96.98 $1.52 Million - $1.78 Million
18,366 Added 35.93%
69,483 $6.73 Million
Q3 2023

Nov 02, 2023
BUY
$85.55 - $97.39 $836,251 - $951,987
9,775 Added 23.64%
51,117 $4.41 Million
Q2 2023

Aug 11, 2023
BUY
$93.15 - $96.95 $948,825 - $987,532
10,186 Added 32.69%
41,342 $3.94 Million
Q1 2023

May 09, 2023
BUY
$84.36 - $93.68 $47,916 - $53,210
568 Added 1.86%
31,156 $2.92 Million
Q4 2022

Feb 07, 2023
BUY
$72.2 - $88.14 $216,311 - $264,067
2,996 Added 10.86%
30,588 $2.56 Million
Q3 2022

Nov 02, 2022
BUY
$71.9 - $88.11 $399,045 - $489,010
5,550 Added 25.18%
27,592 $2 Million
Q2 2022

Aug 02, 2022
SELL
$77.95 - $97.78 $74,052 - $92,891
-950 Reduced 4.13%
22,042 $1.77 Million
Q1 2022

May 13, 2022
SELL
$87.3 - $110.53 $814,334 - $1.03 Million
-9,328 Reduced 28.86%
22,992 $2.21 Million
Q4 2021

Feb 14, 2022
BUY
$105.06 - $113.44 $494,622 - $534,075
4,708 Added 17.05%
32,320 $3.57 Million
Q3 2021

Nov 02, 2021
BUY
$105.79 - $113.94 $178,150 - $191,874
1,684 Added 6.49%
27,612 $2.94 Million
Q2 2021

Aug 12, 2021
BUY
$102.07 - $109.39 $161,678 - $173,273
1,584 Added 6.51%
25,928 $2.78 Million
Q1 2021

May 17, 2021
BUY
$97.17 - $105.39 $456,310 - $494,911
4,696 Added 23.9%
24,344 $2.45 Million
Q4 2020

Feb 12, 2021
BUY
$86.3 - $101.51 $1.23 Million - $1.45 Million
14,239 Added 263.25%
19,648 $1.98 Million
Q3 2020

Nov 12, 2020
BUY
$83.58 - $91.81 $452,084 - $496,600
5,409 New
5,409 $486,000

Others Institutions Holding EFG

# of Institutions
1,088
Shares Held
120M
Call Options Held
100
Put Options Held
77
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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