Forthright Family Wealth Advisory LLC Msci Eafe Growth ETF Transaction History

Forthright Family Wealth Advisory LLC

  • $138 Million
  • Q4 2024

A detailed history of Forthright Family Wealth Advisory LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 85,419 shares of EFG stock, worth $8.79 Million. This represents 6.02% of its overall portfolio holdings.

Number of Shares
85,419
Previous 80,319 6.35%
Holding current value
$8.79 Million
Previous $8.3 Billion 99.9%
% of portfolio
6.02%
Previous 5.33%

Shares

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

Mar 03, 2025
BUY
$96.83 - $106.88 $493,833 - $545,088
5,100 Added 6.35%
85,419 $8.27 Million
Q3 2024

Dec 09, 2024
BUY
$96.84 - $108.77 $3.23 Million - $3.62 Million
33,326 Added 70.92%
80,319 $8.3 Billion
Q2 2024

Aug 12, 2024
BUY
$97.17 - $106.25 $330,572 - $361,462
3,402 Added 7.8%
46,993 $4.81 Billion
Q1 2024

Apr 29, 2024
BUY
$93.77 - $104.85 $192,134 - $214,837
2,049 Added 4.93%
43,591 $4.52 Billion
Q4 2023

Feb 28, 2024
BUY
$82.53 - $96.98 $3.43 Million - $4.03 Million
41,542 New
41,542 $4.02 Billion

Others Institutions Holding EFG

# of Institutions
1,069
Shares Held
157M
Call Options Held
100
Put Options Held
0
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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