Hb Wealth Management, LLC Msci Eafe Growth ETF Transaction History

Hb Wealth Management, LLC

  • $14.5 Billion
  • Q3 2025

A detailed history of Hb Wealth Management, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Hb Wealth Management, LLC holds 7,057 shares of EFG stock, worth $809,720. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,057
Previous 6,437 9.63%
Holding current value
$809,720
Previous $720,000 11.53%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$106.99 - $114.46 $66,333 - $70,965
620 Added 9.63%
7,057 $803,000
Q2 2025

Jul 17, 2025
SELL
$89.8 - $112.0 $4,490 - $5,600
-50 Reduced 0.77%
6,437 $720,000
Q1 2025

May 07, 2025
BUY
$96.1 - $106.37 $623,400 - $690,022
6,487 New
6,487 $648,000
Q3 2022

Oct 19, 2022
SELL
$71.9 - $88.11 $49,611 - $60,795
-690 Reduced 18.99%
2,943 $214,000
Q2 2022

Jul 15, 2022
SELL
$77.95 - $97.78 $12,861 - $16,133
-165 Reduced 4.34%
3,633 $292,000
Q4 2021

Feb 15, 2022
BUY
$105.06 - $113.44 $399,017 - $430,845
3,798 New
3,798 $419,000

Others Institutions Holding EFG

# of Institutions
1,119
Shares Held
80.5M
Call Options Held
100
Put Options Held
0
View Full List

About MSCI EAFE GROWTH ETF

EFG Quotes by TradingView
  • Ticker EFG
  • Sector ETFs
  • Industry ETFs
More about EFG
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