Moneta Group Investment Advisors LLC Msci Eafe Growth ETF Transaction History

Moneta Group Investment Advisors LLC

  • $7.15 Billion
  • Q1 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 166,110 shares of EFG stock, worth $18.4 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
166,110
Previous 144,681 14.81%
Holding current value
$18.4 Million
Previous $14 Million 18.57%
% of portfolio
0.23%
Previous 0.2%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$96.1 - $106.37 $2.06 Million - $2.28 Million
21,429 Added 14.81%
166,110 $16.6 Million
Q4 2024

Feb 11, 2025
BUY
$96.83 - $106.88 $4.91 Million - $5.42 Million
50,677 Added 53.91%
144,681 $14 Million
Q3 2024

Nov 12, 2024
SELL
$96.84 - $108.77 $1.29 Million - $1.45 Million
-13,312 Reduced 12.4%
94,004 $10.1 Million
Q2 2024

Aug 13, 2024
SELL
$97.17 - $106.25 $910,191 - $995,243
-9,367 Reduced 8.03%
107,316 $11 Million
Q1 2024

Aug 13, 2024
SELL
$93.77 - $104.85 $395,615 - $442,362
-4,219 Reduced 3.49%
116,683 $12.1 Million
Q4 2023

Feb 15, 2024
SELL
$82.53 - $96.98 $62,970 - $73,995
-763 Reduced 0.63%
120,902 $11.7 Million
Q3 2023

Nov 15, 2023
BUY
$85.55 - $97.39 $305,071 - $347,292
3,566 Added 3.02%
121,665 $10.5 Million
Q2 2023

Aug 15, 2023
SELL
$93.15 - $96.95 $57,473 - $59,818
-617 Reduced 0.52%
118,099 $11.3 Million
Q1 2023

May 15, 2023
BUY
$84.36 - $93.68 $956,642 - $1.06 Million
11,340 Added 10.56%
118,716 $11.1 Million
Q4 2022

Feb 16, 2023
BUY
$72.2 - $88.14 $7.64 Million - $9.32 Million
105,794 Added 6687.36%
107,376 $8.99 Million
Q4 2022

Feb 16, 2023
SELL
$72.2 - $88.14 $9.26 Billion - $11.3 Billion
-128,316,649 Reduced 100.0%
1,582 $132,000
Q4 2022

Feb 15, 2023
BUY
$72.2 - $88.14 $9.26 Billion - $11.3 Billion
128,187,856 Added 98322.42%
128,318,231 $10.7 Billion
Q3 2022

Nov 14, 2022
SELL
$71.9 - $88.11 $298,456 - $365,744
-4,151 Reduced 3.09%
130,375 $9.46 Million
Q2 2022

Aug 15, 2022
BUY
$77.95 - $97.78 $1.88 Million - $2.36 Million
24,159 Added 21.89%
134,526 $10.8 Million
Q1 2022

May 11, 2022
BUY
$87.3 - $110.53 $532,180 - $673,790
6,096 Added 5.85%
110,367 $10.6 Million
Q4 2021

Feb 11, 2022
BUY
$105.06 - $113.44 $1.12 Million - $1.21 Million
10,677 Added 11.41%
104,271 $11.5 Million
Q3 2021

Nov 12, 2021
BUY
$105.79 - $113.94 $714,717 - $769,778
6,756 Added 7.78%
93,594 $9.97 Million
Q2 2021

Aug 13, 2021
BUY
$102.07 - $109.39 $432,572 - $463,594
4,238 Added 5.13%
86,838 $9.32 Million
Q1 2021

May 14, 2021
BUY
$97.17 - $105.39 $588,558 - $638,347
6,057 Added 7.91%
82,600 $8.3 Million
Q4 2020

Feb 12, 2021
BUY
$86.3 - $101.51 $177,346 - $208,603
2,055 Added 2.76%
76,543 $7.72 Million
Q3 2020

Nov 13, 2020
BUY
$83.58 - $91.81 $248,065 - $272,492
2,968 Added 4.15%
74,488 $6.7 Million
Q2 2020

Aug 12, 2020
BUY
$68.27 - $84.77 $337,731 - $419,357
4,947 Added 7.43%
71,520 $5.94 Million
Q1 2020

May 13, 2020
BUY
$62.16 - $88.65 $517,295 - $737,745
8,322 Added 14.29%
66,573 $4.73 Million
Q4 2019

Feb 11, 2020
BUY
$78.11 - $86.74 $137,551 - $152,749
1,761 Added 3.12%
58,251 $5.04 Million
Q3 2019

Nov 12, 2019
BUY
$76.85 - $82.17 $304,172 - $325,228
3,958 Added 7.53%
56,490 $4.55 Million
Q2 2019

Aug 16, 2019
BUY
$76.79 - $80.92 $3.88 Million - $4.09 Million
50,561 Added 2565.25%
52,532 $4.24 Million
Q2 2019

Aug 13, 2019
BUY
$76.79 - $80.92 $151,353 - $159,493
1,971 New
1,971 $4.24 Million
Q4 2018

Feb 11, 2019
SELL
$66.77 - $80.32 $34,787 - $41,846
-521 Closed
0 $0
Q3 2018

Nov 13, 2018
BUY
$77.44 - $81.34 $38,177 - $40,100
493 Added 1760.71%
521 $42,000
Q2 2018

Aug 14, 2018
BUY
$78.08 - $82.76 $2,186 - $2,317
28 New
28 $2,000

Others Institutions Holding EFG

# of Institutions
1,079
Shares Held
120M
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
Track This Portfolio

Track Moneta Group Investment Advisors LLC Portfolio

Follow Moneta Group Investment Advisors 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 Moneta Group Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneta Group Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email