A detailed history of Kelly Financial Services LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Kelly Financial Services LLC holds 4,584 shares of EFG stock, worth $479,348. This represents 0.17% of its overall portfolio holdings.

Number of Shares
4,584
Previous 3,222 42.27%
Holding current value
$479,348
Previous $334,000 40.12%
% of portfolio
0.17%
Previous 0.13%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$97.17 - $106.25 $132,345 - $144,712
1,362 Added 42.27%
4,584 $468,000
Q1 2024

Jul 17, 2024

SELL
$93.77 - $104.85 $48,666 - $54,417
-519 Reduced 13.87%
3,222 $334,000
Q4 2023

Jul 17, 2024

SELL
$82.53 - $96.98 $4.23 Million - $4.98 Million
-51,310 Reduced 93.2%
3,741 $362 Million
Q3 2023

Jul 17, 2024

SELL
$85.55 - $97.39 $1.82 Million - $2.07 Million
-21,249 Reduced 27.85%
55,051 $4.75 Billion
Q2 2023

Jul 17, 2024

BUY
$93.15 - $96.95 $473,202 - $492,506
5,080 Added 7.13%
76,300 $7.28 Billion
Q1 2023

Jul 17, 2024

BUY
$84.36 - $93.68 $3.31 Million - $3.68 Million
39,258 Added 122.83%
71,220 $6.67 Billion
Q4 2022

Jul 17, 2024

BUY
$72.2 - $88.14 $240,426 - $293,506
3,330 Added 11.63%
31,962 $2.68 Billion
Q3 2022

Jul 17, 2024

BUY
$71.9 - $88.11 $1.42 Million - $1.74 Million
19,702 Added 220.63%
28,632 $2.08 Billion
Q2 2022

Jul 17, 2024

SELL
$77.95 - $97.78 $652,441 - $818,418
-8,370 Reduced 48.38%
8,930 $719 Million
Q1 2022

Jul 17, 2024

SELL
$87.3 - $110.53 $5.48 Million - $6.94 Million
-62,828 Reduced 78.41%
17,300 $1.67 Billion
Q4 2021

Jul 17, 2024

BUY
$105.06 - $113.44 $7.68 Million - $8.29 Million
73,095 Added 1039.31%
80,128 $8.84 Billion
Q3 2021

Jul 17, 2024

SELL
$105.79 - $113.94 $52.6 Million - $56.6 Million
-496,785 Reduced 98.6%
7,033 $749 Million
Q2 2021

Jul 17, 2024

BUY
$102.07 - $109.39 $50.9 Million - $54.6 Million
499,160 Added 10716.19%
503,818 $4.7 Million
Q1 2021

Jul 17, 2024

BUY
$97.17 - $105.39 $184,623 - $200,241
1,900 Added 68.89%
4,658 $468 Million
Q4 2020

Jul 17, 2024

BUY
$86.3 - $101.51 $144,121 - $169,521
1,670 Added 153.49%
2,758 $278 Million
Q3 2020

Jul 17, 2024

BUY
$83.58 - $91.81 $80,821 - $88,780
967 Added 799.17%
1,088 $97.8 Million
Q2 2020

Jul 17, 2024

BUY
$68.27 - $84.77 $8,260 - $10,257
121 New
121 $10 Million

Others Institutions Holding EFG

About MSCI EAFE GROWTH ETF


  • Ticker EFG
  • Sector ETFs
  • Industry ETFs
More about EFG
Track This Portfolio

Track Kelly Financial Services LLC Portfolio

Follow Kelly Financial Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kelly Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kelly Financial Services LLC with notifications on news.