A detailed history of Liberty Wealth Management LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Liberty Wealth Management LLC holds 46,631 shares of EFG stock, worth $4.62 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
46,631
Previous 209,403 77.73%
Holding current value
$4.62 Million
Previous $4.78 Million 5.02%
% of portfolio
0.88%
Previous 0.88%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

SELL
$96.84 - $108.77 $15.8 Million - $17.7 Million
-162,772 Reduced 77.73%
46,631 $5.02 Million
Q2 2024

Aug 06, 2024

BUY
$97.17 - $106.25 $16.9 Million - $18.4 Million
173,455 Added 482.52%
209,403 $4.78 Million
Q1 2024

May 02, 2024

BUY
$93.77 - $104.85 $3.37 Million - $3.77 Million
35,948 New
35,948 $3.73 Million
Q3 2023

Nov 13, 2023

SELL
$85.55 - $97.39 $1.36 Million - $1.54 Million
-15,839 Reduced 19.44%
65,645 $5.67 Million
Q2 2023

Aug 10, 2023

BUY
$93.15 - $96.95 $11,736 - $12,215
126 Added 0.15%
81,484 $7.77 Million
Q1 2023

May 03, 2023

SELL
$84.36 - $93.68 $3.25 Million - $3.61 Million
-38,527 Reduced 32.14%
81,358 $7.62 Million
Q3 2022

Nov 15, 2022

BUY
$71.9 - $88.11 $2.36 Million - $2.89 Million
32,841 Added 37.73%
119,885 $8.69 Million
Q2 2022

Aug 15, 2022

BUY
$77.95 - $97.78 $683,933 - $857,921
8,774 Added 11.21%
87,044 $7 Million
Q1 2022

May 09, 2022

SELL
$87.3 - $110.53 $3.17 Million - $4.01 Million
-36,293 Reduced 31.68%
78,270 $7.52 Million
Q4 2021

Feb 15, 2022

BUY
$105.06 - $113.44 $1.22 Million - $1.32 Million
11,618 Added 11.29%
114,563 $12.6 Million
Q3 2021

Nov 15, 2021

BUY
$105.79 - $113.94 $3.31 Million - $3.56 Million
31,255 Added 43.6%
102,945 $11 Million
Q2 2021

Aug 13, 2021

SELL
$102.07 - $109.39 $778 Million - $833 Million
-7,617,724 Reduced 99.07%
71,690 $7.69 Million
Q2 2021

Aug 13, 2021

BUY
$102.07 - $109.39 $778 Million - $833 Million
7,618,375 Added 10724.21%
7,689,414 $71.7 Million
Q4 2020

Feb 09, 2021

BUY
$86.3 - $101.51 $20,021 - $23,550
232 Added 0.33%
71,039 $7.19 Million
Q3 2020

Nov 05, 2020

BUY
$83.58 - $91.81 $924,896 - $1.02 Million
11,066 Added 18.52%
70,807 $6.36 Million
Q2 2020

Aug 04, 2020

BUY
$68.27 - $84.77 $4.08 Million - $5.06 Million
59,741 New
59,741 $4.97 Million
Q4 2019

Feb 05, 2020

SELL
$78.11 - $86.74 $0 - $0
0 Closed
0 $0
Q3 2019

Oct 30, 2019

BUY
$76.85 - $82.17 $0 - $0
0 New
0 $0

Others Institutions Holding EFG

About MSCI EAFE GROWTH ETF


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

Track Liberty Wealth Management LLC Portfolio

Follow Liberty Wealth Management 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 Liberty Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty Wealth Management LLC with notifications on news.