A detailed history of Maxwell Wealth Strategies Inc. transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Maxwell Wealth Strategies Inc. holds 21,755 shares of EFG stock, worth $2.15 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
21,755
Previous 22,838 4.74%
Holding current value
$2.15 Million
Previous $2.34 Billion 4.97%
% of portfolio
0.94%
Previous 1.14%

Shares

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

Nov 06, 2024

SELL
$96.84 - $108.77 $104,877 - $117,797
-1,083 Reduced 4.74%
21,755 $2.22 Billion
Q2 2024

Aug 12, 2024

BUY
$97.17 - $106.25 $105,526 - $115,387
1,086 Added 4.99%
22,838 $2.34 Billion
Q1 2024

May 31, 2024

SELL
$93.77 - $104.85 $457,222 - $511,248
-4,876 Reduced 18.31%
21,752 $2.24 Billion
Q4 2023

Feb 12, 2024

BUY
$82.53 - $96.98 $2.2 Million - $2.58 Million
26,628 New
26,628 $2.58 Billion

Others Institutions Holding EFG

About MSCI EAFE GROWTH ETF


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

Track Maxwell Wealth Strategies Inc. Portfolio

Follow Maxwell Wealth Strategies Inc. 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 Maxwell Wealth Strategies Inc., based on Form 13F filings with the SEC.

News

Stay updated on Maxwell Wealth Strategies Inc. with notifications on news.