Forthright Family Wealth Advisory LLC Msci Eafe Growth ETF Transaction History

Forthright Family Wealth Advisory LLC

$141 Million
Q2 2025

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 84,089 shares of EFG stock, worth $9.8 Million. This represents 6.67% of its overall portfolio holdings.

Number of Shares

84,089

Previous 86,695 3.01%

Holding current value

$9.8 Million

Previous $8.67 Million 8.63%

% of portfolio

6.67%

Previous 6.45%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$89.8 - $112.0 $234,018 - $291,872	-2,606 Reduced 3.01%	84,089 $9.42 Million
Q1 2025 Apr 30, 2025	BUY	$96.1 - $106.37 $122,623 - $135,728	1,276 Added 1.49%	86,695 $8.67 Million
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

1,107

Shares Held

114M

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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Forthright Family Wealth Advisory LLC Msci Eafe Growth ETF Transaction History