Ever Source Wealth Advisors, LLC Msci Eafe Growth ETF Transaction History

Ever Source Wealth Advisors, LLC

$2.2 Billion
Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 5,254 shares of EFG stock, worth $602,843. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,254

Previous 9,005 41.65%

Holding current value

$602,843

Previous $1.01 Million 40.67%

% of portfolio

0.03%

Previous 0.05%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$106.99 - $114.46 $401,319 - $429,339	-3,751 Reduced 41.65%	5,254 $598,000
Q2 2025 Aug 13, 2025	SELL	$89.8 - $112.0 $74,085 - $92,400	-825 Reduced 8.39%	9,005 $1.01 Million
Q1 2025 May 13, 2025	BUY	$96.1 - $106.37 $41,611 - $46,058	433 Added 4.61%	9,830 $983,000
Q4 2024 Feb 07, 2025	BUY	$96.83 - $106.88 $241,978 - $267,093	2,499 Added 36.23%	9,397 $909,000
Q3 2024 Nov 08, 2024	SELL	$96.84 - $108.77 $275,025 - $308,906	-2,840 Reduced 29.16%	6,898 $742,000

Q2 2024 Aug 13, 2024	BUY	$97.17 - $106.25 $412,486 - $451,031	4,245 Added 77.28%	9,738 $996,000
Q1 2024 Jun 11, 2024	BUY	$93.77 - $104.85 $16,784 - $18,768	179 Added 3.37%	5,493 $570,000
Q4 2023 Feb 09, 2024	SELL	$82.53 - $96.98 $151,360 - $177,861	-1,834 Reduced 25.66%	5,314 $514,000
Q3 2023 Nov 03, 2023	SELL	$85.55 - $97.39 $238,256 - $271,231	-2,785 Reduced 28.04%	7,148 $616,000
Q2 2023 Aug 04, 2023	BUY	$93.15 - $96.95 $186 - $193	2 Added 0.02%	9,933 $947,000
Q1 2023 May 11, 2023	BUY	$84.36 - $93.68 $305,130 - $338,840	3,617 Added 57.29%	9,931 $930,000
Q4 2022 Feb 09, 2023	SELL	$72.2 - $88.14 $3,682 - $4,495	-51 Reduced 0.8%	6,314 $528,000
Q3 2022 Nov 07, 2022	BUY	$71.9 - $88.11 $60,252 - $73,836	838 Added 15.16%	6,365 $462,000
Q2 2022 Aug 01, 2022	BUY	$77.95 - $97.78 $14,031 - $17,600	180 Added 3.37%	5,527 $445,000
Q1 2022 May 25, 2022	SELL	$87.3 - $110.53 $125,973 - $159,494	-1,443 Reduced 21.25%	5,347 $515,000
Q4 2021 Feb 17, 2022	BUY	$105.06 - $113.44 $16,389 - $17,696	156 Added 2.35%	6,790 $749,000
Q4 2021 Feb 07, 2022	BUY	$105.06 - $113.44 $696,968 - $752,560	6,634 New	6,634 $732,000

Others Institutions Holding EFG

# of Institutions

1,119

Shares Held

80.5M

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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Ever Source Wealth Advisors, LLC Msci Eafe Growth ETF Transaction History