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 38,607 shares of EFG stock, worth $3.95 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
38,607
Previous 35,065 10.1%
Holding current value
$3.95 Million
Previous $3.4 Million 17.99%
% of portfolio
0.18%
Previous 0.16%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$77.29 - $88.14 $609,199 - $694,719
7,882 Added 28.0%
36,030 $3.02 Million
Q3 2022

Nov 14, 2022

BUY
$73.05 - $88.11 $542,250 - $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

About MSCI EAFE GROWTH ETF


  • Ticker EFG
  • Sector ETFs
  • Industry ETFs
More about EFG
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