Milestone Investment Advisors LLC Msci Eafe Growth ETF Transaction History

Milestone Investment Advisors LLC

$349 Million
Q1 2025

A detailed history of Milestone Investment Advisors LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 8,034 shares of EFG stock, worth $838,428. This represents 0.23% of its overall portfolio holdings.

Number of Shares

8,034

Previous 11,595 30.71%

Holding current value

$838,428

Previous $1.12 Million 28.43%

% of portfolio

0.23%

Previous 0.31%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$96.1 - $106.37 $342,212 - $378,783	-3,561 Reduced 30.71%	8,034 $803,000
Q4 2024 Feb 12, 2025	SELL	$96.83 - $106.88 $55,677 - $61,456	-575 Reduced 4.72%	11,595 $1.12 Million
Q2 2024 Aug 13, 2024	BUY	$97.17 - $106.25 $44,892 - $49,087	462 Added 3.95%	12,170 $1.24 Million
Q3 2023 Nov 08, 2023	BUY	$85.55 - $97.39 $29,258 - $33,307	342 Added 3.01%	11,708 $1.01 Million
Q2 2023 Aug 02, 2023	SELL	$93.15 - $96.95 $2,421 - $2,520	-26 Reduced 0.23%	11,366 $1.08 Million
Q1 2023 May 16, 2023	BUY	$84.36 - $93.68 $85,456 - $94,897	1,013 Added 9.76%	11,392 $1.07 Million
Q4 2022 Mar 15, 2023	BUY	$72.2 - $88.14 $749,363 - $914,805	10,379 New	10,379 $869 Million

Others Institutions Holding EFG

# of Institutions

1,082

Shares Held

127M

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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Milestone Investment Advisors LLC Msci Eafe Growth ETF Transaction History