A detailed history of Financial Perspectives, Inc transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Financial Perspectives, Inc holds 3,391 shares of EFG stock, worth $347,713. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,391
Previous 3,693 8.18%
Holding current value
$347,713
Previous $398 Million 17.41%
% of portfolio
0.11%
Previous 0.14%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025

SELL
$96.83 - $106.88 $29,242 - $32,277
-302 Reduced 8.18%
3,391 $328 Million
Q3 2024

Oct 17, 2024

SELL
$96.84 - $108.77 $14,913 - $16,750
-154 Reduced 4.0%
3,693 $398 Million
Q2 2024

Aug 09, 2024

SELL
$97.17 - $106.25 $485 - $531
-5 Reduced 0.13%
3,847 $394 Million
Q1 2024

Apr 19, 2024

BUY
$93.77 - $104.85 $40,602 - $45,400
433 Added 12.66%
3,852 $400 Million
Q4 2023

Feb 01, 2024

BUY
$82.53 - $96.98 $14,607 - $17,165
177 Added 5.46%
3,419 $331 Million
Q3 2023

Jan 09, 2024

BUY
$85.55 - $97.39 $4,705 - $5,356
55 Added 1.73%
3,242 $280 Million
Q2 2023

Jan 09, 2024

BUY
$93.15 - $96.95 $54,120 - $56,327
581 Added 22.29%
3,187 $304 Million
Q1 2023

Jan 09, 2024

BUY
$84.36 - $93.68 $21,427 - $23,794
254 Added 10.8%
2,606 $244 Million
Q4 2022

Jan 09, 2024

BUY
$72.2 - $88.14 $24,909 - $30,408
345 Added 17.19%
2,352 $197 Million
Q3 2022

Jan 09, 2024

BUY
$71.9 - $88.11 $18,622 - $22,820
259 Added 14.82%
2,007 $146 Million
Q2 2022

Jan 09, 2024

SELL
$77.95 - $97.78 $47,549 - $59,645
-610 Reduced 25.87%
1,748 $141 Million
Q1 2022

Jan 09, 2024

BUY
$87.3 - $110.53 $61,110 - $77,371
700 Added 42.22%
2,358 $227 Million
Q4 2021

Jan 09, 2024

BUY
$105.06 - $113.44 $39,607 - $42,766
377 Added 29.43%
1,658 $183 Million
Q3 2021

Jan 09, 2024

BUY
$105.79 - $113.94 $12,906 - $13,900
122 Added 10.53%
1,281 $136 Million
Q2 2021

Jan 09, 2024

SELL
$102.07 - $109.39 $9.13 Million - $9.79 Million
-89,476 Reduced 98.72%
1,159 $124 Million
Q1 2021

Jan 09, 2024

BUY
$97.17 - $105.39 $8.76 Million - $9.5 Million
90,176 Added 19646.19%
90,635 $902,000
Q4 2020

Jan 09, 2024

BUY
$86.3 - $101.51 $4,487 - $5,278
52 Added 12.78%
459 $46.3 Million
Q2 2020

Jan 09, 2024

BUY
$68.27 - $84.77 $204 - $254
3 Added 0.74%
407 $33.8 Million
Q4 2019

Jan 09, 2024

BUY
$78.11 - $86.74 $31,556 - $35,042
404 New
404 $35 Million

Others Institutions Holding EFG

About MSCI EAFE GROWTH ETF


  • Ticker EFG
  • Sector ETFs
  • Industry ETFs
More about EFG
Track This Portfolio

Track Financial Perspectives, Inc Portfolio

Follow Financial Perspectives, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Financial Perspectives, Inc with notifications on news.