Herold Advisors, Inc. Msci Eafe Growth ETF Transaction History

Herold Advisors, Inc.

$439 Million
Q1 2025

A detailed history of Herold Advisors, Inc. transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Herold Advisors, Inc. holds 2,602 shares of EFG stock, worth $283,852. This represents 0.06% of its overall portfolio holdings.

Number of Shares

2,602

Previous 4,962 47.56%

Holding current value

$283,852

Previous $480,000 45.83%

% of portfolio

0.06%

Previous 0.11%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$96.1 - $106.37 $226,796 - $251,033	-2,360 Reduced 47.56%	2,602 $260,000
Q4 2024 Feb 14, 2025	BUY	$96.83 - $106.88 $78,141 - $86,252	807 Added 19.42%	4,962 $480,000
Q3 2024 Nov 14, 2024	BUY	$96.84 - $108.77 $402,370 - $451,939	4,155 New	4,155 $447,000
Q3 2023 Nov 08, 2023	SELL	$85.55 - $97.39 $44,400 - $50,545	-519 Reduced 12.96%	3,487 $300,000
Q2 2023 Jul 14, 2023	SELL	$93.15 - $96.95 $13,786 - $14,348	-148 Reduced 3.56%	4,006 $382,000
Q1 2023 Apr 19, 2023	BUY	$84.36 - $93.68 $350,431 - $389,146	4,154 New	4,154 $389,000
Q2 2022 Jul 15, 2022	SELL	$77.95 - $97.78 $11,692 - $14,667	-150 Closed	0 $0
Q1 2022 May 09, 2022	BUY	$87.3 - $110.53 $13,095 - $16,579	150 New	150 $14,000
Q4 2021 Jan 20, 2022	SELL	$105.06 - $113.44 $15,759 - $17,016	-150 Closed	0 $0
Q3 2021 Nov 03, 2021	BUY	$105.79 - $113.94 $15,868 - $17,091	150 New	150 $15,000

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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Herold Advisors, Inc. Msci Eafe Growth ETF Transaction History