Journey Strategic Wealth LLC Msci Eafe Growth ETF Transaction History

Journey Strategic Wealth LLC

$3.03 Billion
Q2 2025

A detailed history of Journey Strategic Wealth LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 40,719 shares of EFG stock, worth $4.49 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

40,719

Previous 52,513 22.46%

Holding current value

$4.49 Million

Previous $5.25 Million 13.16%

% of portfolio

0.15%

Previous 0.19%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	SELL	$89.8 - $112.0 $1.06 Million - $1.32 Million	-11,794 Reduced 22.46%	40,719 $4.56 Million
Q1 2025 May 06, 2025	SELL	$96.1 - $106.37 $238,808 - $264,329	-2,485 Reduced 4.52%	52,513 $5.25 Million
Q4 2024 Jan 24, 2025	BUY	$96.83 - $106.88 $571,200 - $630,485	5,899 Added 12.01%	54,998 $5.33 Million
Q3 2024 Nov 12, 2024	BUY	$96.84 - $108.77 $253,720 - $284,977	2,620 Added 5.64%	49,099 $5.29 Million
Q2 2024 Aug 14, 2024	BUY	$97.17 - $106.25 $764,922 - $836,400	7,872 Added 20.39%	46,479 $4.75 Million
Q1 2024 May 13, 2024	BUY	$93.77 - $104.85 $332,133 - $371,378	3,542 Added 10.1%	38,607 $4.01 Million
Q4 2023 Feb 09, 2024	BUY	$82.53 - $96.98 $176,449 - $207,343	2,138 Added 6.49%	35,065 $3.4 Million
Q3 2023 Nov 08, 2023	SELL	$85.55 - $97.39 $126,100 - $143,552	-1,474 Reduced 4.28%	32,927 $2.84 Million
Q2 2023 Aug 14, 2023	SELL	$93.15 - $96.95 $161,615 - $168,208	-1,735 Reduced 4.8%	34,401 $3.28 Million
Q1 2023 May 11, 2023	BUY	$84.36 - $93.68 $8,942 - $9,930	106 Added 0.29%	36,136 $3.39 Million
Q4 2022 Feb 14, 2023	BUY	$72.2 - $88.14 $569,080 - $694,719	7,882 Added 28.0%	36,030 $3.02 Million
Q3 2022 Nov 14, 2022	BUY	$71.9 - $88.11 $533,713 - $654,040	7,423 Added 35.82%	28,148 $2.04 Million
Q2 2022 Aug 15, 2022	BUY	$77.95 - $97.78 $1.62 Million - $2.03 Million	20,725 New	20,725 $1.67 Million
Q1 2022 May 16, 2022	SELL	$87.3 - $110.53 $1.44 Million - $1.83 Million	-16,551 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$105.06 - $113.44 $1.74 Million - $1.88 Million	16,551 New	16,551 $1.83 Million

Others Institutions Holding EFG

# of Institutions

1,103

Shares Held

121M

Call Options Held

100

Put Options Held

View Full List

About MSCI EAFE GROWTH ETF

Ticker EFG
Sector ETFs
Industry ETFs

More about EFG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Journey Strategic Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Journey Strategic Wealth LLC with notifications on news.

Account

Journey Strategic Wealth LLC Msci Eafe Growth ETF Transaction History