Mc Kinley Carter Wealth Services, Inc. Msci Eafe Growth ETF Transaction History

Mc Kinley Carter Wealth Services, Inc.

  • $1.62 Billion
  • Q3 2024

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 315,484 shares of EFG stock, worth $30.8 Million. This represents 2.1% of its overall portfolio holdings.

Number of Shares
315,484
Previous 278,341 13.34%
Holding current value
$30.8 Million
Previous $28.5 Million 19.27%
% of portfolio
2.1%
Previous 1.85%

Shares

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

Oct 15, 2024
BUY
$96.84 - $108.77 $3.6 Million - $4.04 Million
37,143 Added 13.34%
315,484 $34 Million
Q2 2024

Aug 09, 2024
BUY
$97.17 - $106.25 $460,488 - $503,518
4,739 Added 1.73%
278,341 $28.5 Million
Q1 2024

Apr 26, 2024
BUY
$93.77 - $104.85 $973,332 - $1.09 Million
10,380 Added 3.94%
273,602 $28.4 Million
Q4 2023

Feb 07, 2024
SELL
$82.53 - $96.98 $380,628 - $447,271
-4,612 Reduced 1.72%
263,222 $25.5 Million
Q3 2023

Oct 13, 2023
BUY
$85.55 - $97.39 $560,181 - $637,709
6,548 Added 2.51%
267,834 $23.1 Million
Q2 2023

Aug 02, 2023
BUY
$93.15 - $96.95 $501,333 - $521,784
5,382 Added 2.1%
261,286 $24.9 Million
Q1 2023

Apr 24, 2023
BUY
$84.36 - $93.68 $647,800 - $719,368
7,679 Added 3.09%
255,904 $24 Million
Q4 2022

Feb 07, 2023
BUY
$72.2 - $88.14 $415,150 - $506,805
5,750 Added 2.37%
248,225 $20.8 Million
Q3 2022

Oct 24, 2022
BUY
$71.9 - $88.11 $16.2 Million - $19.9 Million
225,373 Added 1317.82%
242,475 $17.6 Million
Q2 2022

Jul 15, 2022
SELL
$77.95 - $97.78 $236,422 - $296,566
-3,033 Reduced 15.06%
17,102 $1.38 Million
Q1 2022

Apr 27, 2022
SELL
$87.3 - $110.53 $61,197 - $77,481
-701 Reduced 3.36%
20,135 $1.94 Million
Q4 2021

Feb 07, 2022
SELL
$105.06 - $113.44 $710,730 - $767,421
-6,765 Reduced 24.51%
20,836 $2.3 Million
Q3 2021

Nov 03, 2021
SELL
$105.79 - $113.94 $70,456 - $75,884
-666 Reduced 2.36%
27,601 $2.94 Million
Q2 2021

Aug 12, 2021
SELL
$102.07 - $109.39 $1.49 Million - $1.6 Million
-14,637 Reduced 34.12%
28,267 $3.03 Million
Q1 2021

Apr 30, 2021
SELL
$97.17 - $105.39 $2.16 Million - $2.34 Million
-22,190 Reduced 34.09%
42,904 $4.31 Million
Q4 2020

Feb 16, 2021
BUY
$86.3 - $101.51 $5.62 Million - $6.61 Million
65,094 New
65,094 $6.57 Million

Others Institutions Holding EFG

# of Institutions
983
Shares Held
137M
Call Options Held
100
Put Options Held
0
View Full List

About MSCI EAFE GROWTH ETF

EFG Quotes by TradingView
  • Ticker EFG
  • Sector ETFs
  • Industry ETFs
More about EFG
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