Foundation Wealth Management, LLC Msci Eafe Growth ETF Transaction History

Foundation Wealth Management, LLC

$129 Billion
Q4 2024

A detailed history of Foundation Wealth Management, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Foundation Wealth Management, LLC holds 26,029 shares of EFG stock, worth $2.74 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares

26,029

Previous 26,007 0.08%

Holding current value

$2.74 Million

Previous $2.8 Billion 9.97%

% of portfolio

1.96%

Previous 2.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$96.83 - $106.88 $2,130 - $2,351	22 Added 0.08%	26,029 $2.52 Billion
Q3 2024 Oct 29, 2024	SELL	$96.84 - $108.77 $142,064 - $159,565	-1,467 Reduced 5.34%	26,007 $2.8 Billion
Q2 2024 Aug 13, 2024	SELL	$97.17 - $106.25 $3,789 - $4,143	-39 Reduced 0.14%	27,474 $2.81 Billion
Q1 2024 May 08, 2024	SELL	$93.77 - $104.85 $95,176 - $106,422	-1,015 Reduced 3.56%	27,513 $2.86 Billion
Q4 2023 Jan 24, 2024	SELL	$82.53 - $96.98 $225,059 - $264,464	-2,727 Reduced 8.73%	28,528 $2.76 Billion
Q3 2023 Oct 31, 2023	BUY	$85.55 - $97.39 $217,211 - $247,273	2,539 Added 8.84%	31,255 $2.7 Billion
Q2 2023 Jul 28, 2023	SELL	$93.15 - $96.95 $34,931 - $36,356	-375 Reduced 1.29%	28,716 $2.74 Billion
Q1 2023 Apr 18, 2023	SELL	$84.36 - $93.68 $973,936 - $1.08 Million	-11,545 Reduced 28.41%	29,091 $2.73 Billion
Q4 2022 Feb 21, 2023	BUY	$72.2 - $88.14 $2.93 Million - $3.58 Million	40,636 New	40,636 $3.4 Billion

Others Institutions Holding EFG

# of Institutions

1,063

Shares Held

157M

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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Foundation Wealth Management, LLC Msci Eafe Growth ETF Transaction History