Kowal Investment Group, LLC Msci Eafe Growth ETF Transaction History

Kowal Investment Group, LLC

$538 Million
Q3 2024

A detailed history of Kowal Investment Group, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Kowal Investment Group, LLC holds 28,555 shares of EFG stock, worth $2.81 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

28,555

Previous 28,387 0.59%

Holding current value

$2.81 Million

Previous $2.9 Million 5.86%

% of portfolio

0.57%

Previous 0.58%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$96.84 - $108.77 $16,269 - $18,273	168 Added 0.59%	28,555 $3.07 Million
Q2 2024 Aug 13, 2024	SELL	$97.17 - $106.25 $377,311 - $412,568	-3,883 Reduced 12.03%	28,387 $2.9 Million
Q1 2024 Apr 18, 2024	SELL	$93.77 - $104.85 $159,877 - $178,769	-1,705 Reduced 5.02%	32,270 $3.35 Million
Q4 2023 Jan 22, 2024	BUY	$82.53 - $96.98 $2.54 Million - $2.99 Million	30,805 Added 971.77%	33,975 $3.29 Million
Q3 2023 Oct 25, 2023	BUY	$85.55 - $97.39 $46,624 - $53,077	545 Added 20.76%	3,170 $273,000
Q2 2023 Jul 18, 2023	SELL	$93.15 - $96.95 $99,204 - $103,251	-1,065 Reduced 28.86%	2,625 $250,000
Q1 2023 Apr 21, 2023	BUY	$84.36 - $93.68 $35,853 - $39,814	425 Added 13.02%	3,690 $345,000
Q4 2022 Jan 25, 2023	SELL	$72.2 - $88.14 $52,056 - $63,548	-721 Reduced 18.09%	3,265 $0
Q3 2022 Nov 09, 2022	BUY	$71.9 - $88.11 $63,272 - $77,536	880 Added 28.33%	3,986 $289,000
Q2 2022 Aug 15, 2022	BUY	$77.95 - $97.78 $44,899 - $56,321	576 Added 22.77%	3,106 $250,000
Q1 2022 Apr 15, 2022	BUY	$87.3 - $110.53 $220,869 - $279,640	2,530 New	2,530 $244,000

Others Institutions Holding EFG

# of Institutions

979

Shares Held

136M

Call Options Held

100

Put Options Held

View Full List

About MSCI EAFE GROWTH ETF

Ticker EFG
Sector ETFs
Industry ETFs

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Kowal Investment Group, LLC Msci Eafe Growth ETF Transaction History