Financial Perspectives, Inc Msci Eafe Growth ETF Transaction History

Financial Perspectives, Inc

$271 Billion
Q2 2024

A detailed history of Financial Perspectives, Inc transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Financial Perspectives, Inc holds 3,847 shares of EFG stock, worth $415,514. This represents 0.15% of its overall portfolio holdings.

Number of Shares

3,847

Previous 3,852 0.13%

Holding current value

$415,514

Previous $400 Million 1.57%

% of portfolio

0.15%

Previous 0.15%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

932

Shares Held

137M

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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Financial Perspectives, Inc Msci Eafe Growth ETF Transaction History