Financial Synergies Wealth Advisors, Inc. Msci Eafe Growth ETF Transaction History

Financial Synergies Wealth Advisors, Inc.

$806 Billion
Q4 2024

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 440,047 shares of EFG stock, worth $44.7 Million. This represents 5.28% of its overall portfolio holdings.

Number of Shares

440,047

Previous 426,651 3.14%

Holding current value

$44.7 Million

Previous $45.9 Billion 7.23%

% of portfolio

5.28%

Previous 5.7%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$96.83 - $106.88 $1.3 Million - $1.43 Million	13,396 Added 3.14%	440,047 $42.6 Billion
Q3 2024 Oct 07, 2024	BUY	$96.84 - $108.77 $803,675 - $902,682	8,299 Added 1.98%	426,651 $45.9 Billion
Q2 2024 Jul 23, 2024	BUY	$97.17 - $106.25 $858,011 - $938,187	8,830 Added 2.16%	418,352 $42.8 Billion
Q1 2024 Apr 12, 2024	BUY	$93.77 - $104.85 $1.76 Million - $1.96 Million	18,725 Added 4.79%	409,522 $42.5 Billion
Q4 2023 Apr 04, 2024	SELL	$82.53 - $96.98 $716,855 - $842,368	-8,686 Reduced 2.17%	390,797 $32.7 Billion
Q3 2023 Apr 04, 2024	BUY	$85.55 - $97.39 $557,786 - $634,982	6,520 Added 1.66%	399,483 $34.5 Billion
Q2 2023 Apr 04, 2024	BUY	$93.15 - $96.95 $843,939 - $878,367	9,060 Added 2.36%	392,963 $37.5 Billion
Q1 2023 Apr 04, 2024	SELL	$84.36 - $93.68 $581,577 - $645,829	-6,894 Reduced 1.76%	383,903 $36 Billion
Q4 2022 Apr 04, 2024	BUY	$72.2 - $88.14 $691,820 - $844,557	9,582 Added 2.51%	390,797 $32.7 Billion
Q3 2022 Apr 04, 2024	BUY	$71.9 - $88.11 $2.3 Million - $2.82 Million	31,958 Added 9.15%	381,215 $27.7 Billion
Q2 2022 Apr 04, 2024	BUY	$77.95 - $97.78 $27.2 Million - $34.2 Million	349,257 New	349,257 $28.1 Billion
Q1 2022 Apr 05, 2024	BUY	$87.3 - $110.53 $2.53 Million - $3.2 Million	28,969 Added 7.61%	409,657 $39.4 Billion
Q4 2021 Apr 05, 2024	BUY	$105.06 - $113.44 $711,676 - $768,442	6,774 Added 1.81%	380,688 $42 Billion
Q3 2021 Apr 05, 2024	BUY	$105.79 - $113.94 $1.03 Million - $1.11 Million	9,767 Added 2.68%	373,914 $39.8 Billion
Q2 2021 Apr 05, 2024	BUY	$102.07 - $109.39 $1.79 Million - $1.92 Million	17,554 Added 5.06%	364,147 $39.1 Billion
Q1 2021 Apr 05, 2024	BUY	$97.17 - $105.39 $1.08 Million - $1.17 Million	11,139 Added 3.32%	346,593 $34.8 Billion
Q4 2020 Apr 05, 2024	BUY	$86.3 - $101.51 $17.1 Million - $20.1 Million	197,807 Added 143.71%	335,454 $33.9 Billion
Q3 2020 Apr 05, 2024	SELL	$83.58 - $91.81 $21.2 Million - $23.2 Million	-253,150 Reduced 64.78%	137,647 $12.4 Billion

Others Institutions Holding EFG

# of Institutions

1,004

Shares Held

140M

Call Options Held

100

Put Options Held

View Full List

About MSCI EAFE GROWTH ETF

Ticker EFG
Sector ETFs
Industry ETFs

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Financial Synergies Wealth Advisors, Inc. Msci Eafe Growth ETF Transaction History