Foundations Investment Advisors, LLC Msci Eafe Growth ETF Transaction History

Foundations Investment Advisors, LLC

$3.58 Billion
Q1 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 425,236 shares of EFG stock, worth $43.9 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares

425,236

Previous 406,889 4.51%

Holding current value

$43.9 Million

Previous $39.4 Million 12.0%

% of portfolio

1.23%

Previous 1.15%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$93.77 - $104.85 $1.72 Million - $1.92 Million	18,347 Added 4.51%	425,236 $44.1 Million
Q4 2023 Feb 08, 2024	SELL	$82.53 - $96.98 $7.65 Million - $8.99 Million	-92,656 Reduced 18.55%	406,889 $39.4 Million
Q3 2023 Oct 05, 2023	BUY	$85.55 - $97.39 $1.69 Million - $1.92 Million	19,758 Added 4.12%	499,545 $43.1 Million
Q2 2023 Jul 19, 2023	BUY	$93.15 - $96.95 $12.6 Million - $13.1 Million	135,420 Added 39.32%	479,787 $45.8 Million
Q1 2023 Apr 25, 2023	BUY	$84.36 - $93.68 $5.19 Million - $5.77 Million	61,572 Added 21.77%	344,367 $32.3 Million

Q4 2022 Jan 11, 2023	BUY	$77.29 - $88.14 $2.25 Million - $2.57 Million	29,115 Added 11.48%	282,795 $0
Q3 2022 Oct 19, 2022	BUY	$73.05 - $88.11 $1.92 Million - $2.31 Million	26,246 Added 11.54%	253,680 $18.4 Million
Q2 2022 Jul 08, 2022	BUY	$77.95 - $97.78 $3.62 Million - $4.54 Million	46,448 Added 25.66%	227,434 $18.2 Million
Q1 2022 Apr 19, 2022	BUY	$87.3 - $110.53 $9,864 - $12,489	113 Added 0.06%	180,986 $16.8 Million
Q4 2021 Jan 21, 2022	BUY	$105.06 - $113.44 $931,567 - $1.01 Million	8,867 Added 5.16%	180,873 $19.4 Million
Q3 2021 Oct 13, 2021	BUY	$105.79 - $113.94 $3.38 Million - $3.64 Million	31,929 Added 22.79%	172,006 $18.2 Million
Q2 2021 Jul 14, 2021	BUY	$102.07 - $109.39 $4.32 Million - $4.63 Million	42,295 Added 43.25%	140,077 $15.2 Million
Q1 2021 Apr 09, 2021	BUY	$97.17 - $105.39 $2.88 Million - $3.12 Million	29,597 Added 43.41%	97,782 $10 Million
Q4 2020 Jan 13, 2021	BUY	$86.3 - $101.51 $1.39 Million - $1.64 Million	16,150 Added 31.04%	68,185 $7.06 Million
Q3 2020 Oct 07, 2020	BUY	$83.58 - $91.81 $1.8 Million - $1.98 Million	21,578 Added 70.85%	52,035 $4.7 Million
Q2 2020 Jul 08, 2020	BUY	$68.27 - $84.77 $2.08 Million - $2.58 Million	30,457 New	30,457 $2.57 Million

Others Institutions Holding EFG

# of Institutions

900

Shares Held

107M

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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Foundations Investment Advisors, LLC Msci Eafe Growth ETF Transaction History