Forum Financial Management, LP Msci Eafe Growth ETF Transaction History

Forum Financial Management, LP

$5.24 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 03, 2023	SELL	$85.55 - $97.39 $1,454 - $1,655	-17 Reduced 0.7%	2,425 $209,000
Q2 2023 Jul 26, 2023	BUY	$93.15 - $96.95 $745 - $775	8 Added 0.33%	2,442 $232,000
Q1 2023 Apr 19, 2023	BUY	$84.36 - $93.68 $2,783 - $3,091	33 Added 1.37%	2,434 $228,000
Q4 2022 Jan 24, 2023	SELL	$72.2 - $88.14 $43,536 - $53,148	-603 Reduced 20.07%	2,401 $0
Q3 2022 Nov 07, 2022	BUY	$71.9 - $88.11 $1,869 - $2,290	26 Added 0.87%	3,004 $218,000
Q2 2022 Aug 15, 2022	SELL	$77.95 - $97.78 $20,968 - $26,302	-269 Reduced 8.28%	2,978 $240,000
Q1 2022 May 16, 2022	BUY	$87.3 - $110.53 $71,411 - $90,413	818 Added 33.68%	3,247 $312,000
Q4 2021 Feb 18, 2022	BUY	$105.06 - $113.44 $255,190 - $275,545	2,429 New	2,429 $268,000

Others Institutions Holding EFG

# of Institutions

983

Shares Held

137M

Call Options Held

100

Put Options Held

0

About MSCI EAFE GROWTH ETF

Ticker EFG
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