Liberty Wealth Management LLC Msci Eafe Growth ETF Transaction History

Liberty Wealth Management LLC

$578 Million
Q4 2024

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 57,723 shares of EFG stock, worth $6.08 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares

57,723

Previous 46,631 23.79%

Holding current value

$6.08 Million

Previous $5.02 Million 11.36%

% of portfolio

0.97%

Previous 0.88%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$96.83 - $106.88 $1.07 Million - $1.19 Million	11,092 Added 23.79%	57,723 $5.59 Million
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

# 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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Liberty Wealth Management LLC Msci Eafe Growth ETF Transaction History