Golden State Wealth Management, LLC Msci Eafe Growth ETF Transaction History

Golden State Wealth Management, LLC

$673 Billion
Q1 2025

A detailed history of Golden State Wealth Management, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 9,875 shares of EFG stock, worth $1.08 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

9,875

Previous 18,236 45.85%

Holding current value

$1.08 Million

Previous $1.82 Million 54072.85%

% of portfolio

0.15%

Previous 0.14%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$96.1 - $106.37 $803,492 - $889,359	-8,361 Reduced 45.85%	9,875 $988 Million
Q1 2025 Apr 23, 2025	BUY	$96.1 - $106.37 $844,815 - $935,098	8,791 Added 93.08%	18,236 $1.82 Million
Q4 2024 Jan 28, 2025	SELL	$96.83 - $106.88 $1.2 Million - $1.33 Million	-12,443 Reduced 56.85%	9,445 $915 Million
Q1 2022 May 19, 2022	BUY	$87.3 - $110.53 $1.45 Million - $1.84 Million	16,663 Added 318.91%	21,888 $2.11 Million
Q1 2022 May 16, 2022	SELL	$87.3 - $110.53 $2.9 Million - $3.67 Million	-33,164 Reduced 86.39%	5,225 $525,000
Q4 2021 Feb 14, 2022	BUY	$105.06 - $113.44 $261,284 - $282,125	2,487 Added 6.93%	38,389 $4.23 Million
Q3 2021 Nov 15, 2021	BUY	$105.79 - $113.94 $67,494 - $72,693	638 Added 1.81%	35,902 $3.82 Million
Q2 2021 Aug 12, 2021	BUY	$102.07 - $109.39 $3.07 Million - $3.29 Million	30,039 Added 574.91%	35,264 $3.78 Million
Q1 2021 May 14, 2021	SELL	$97.17 - $105.39 $277,128 - $300,572	-2,852 Reduced 35.31%	5,225 $525,000
Q4 2020 Jan 28, 2021	BUY	$86.3 - $101.51 $236,548 - $278,238	2,741 Added 51.37%	8,077 $815,000
Q3 2020 Nov 12, 2020	BUY	$83.58 - $91.81 $445,982 - $489,898	5,336 New	5,336 $480,000
Q2 2020 Aug 11, 2020	SELL	$68.27 - $84.77 $107,866 - $133,936	-1,580 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$62.16 - $88.65 $98,212 - $140,067	1,580 New	1,580 $112,000

Others Institutions Holding EFG

# of Institutions

1,092

Shares Held

120M

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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Golden State Wealth Management, LLC Msci Eafe Growth ETF Transaction History