Kingswood Wealth Advisors, LLC Msci Eafe Growth ETF Transaction History

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 28,894 shares of EFG stock, worth $3 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

28,894

Previous 25,666 12.58%

Holding current value

$3 Million

Previous $2.76 Billion 1.24%

% of portfolio

0.21%

Previous 0.2%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$96.83 - $106.88 $312,567 - $345,008	3,228 Added 12.58%	28,894 $2.8 Billion
Q3 2024 Oct 21, 2024	BUY	$96.84 - $108.77 $1.3 Million - $1.46 Million	13,442 Added 109.96%	25,666 $2.76 Billion
Q2 2024 Jul 09, 2024	BUY	$97.17 - $106.25 $396,453 - $433,500	4,080 Added 50.1%	12,224 $1.25 Billion
Q1 2024 Apr 15, 2024	SELL	$93.77 - $104.85 $106,616 - $119,214	-1,137 Reduced 12.25%	8,144 $845 Million
Q4 2023 Jan 16, 2024	BUY	$82.53 - $96.98 $765,960 - $900,071	9,281 New	9,281 $899 Million
Q2 2023 Aug 09, 2023	BUY	$93.15 - $96.95 $238,650 - $248,385	2,562 New	2,562 $244 Million

Others Institutions Holding EFG

# of Institutions

1,063

Shares Held

157M

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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Kingswood Wealth Advisors, LLC Msci Eafe Growth ETF Transaction History