A detailed history of Optivise Advisory Services LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Optivise Advisory Services LLC holds 6,782 shares of EFG stock, worth $786,101. This represents 0.46% of its overall portfolio holdings.

Number of Shares
6,782
Previous 8,843 23.31%
Holding current value
$786,101
Previous $990 Million 22.01%
% of portfolio
0.46%
Previous 0.51%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025

SELL
$106.99 - $114.46 $220,506 - $235,902
-2,061 Reduced 23.31%
6,782 $772 Million
Q2 2025

Aug 05, 2025

SELL
$89.8 - $112.0 $37,267 - $46,480
-415 Reduced 4.48%
8,843 $990 Million
Q1 2025

Apr 18, 2025

SELL
$96.1 - $106.37 $77,648 - $85,946
-808 Reduced 8.03%
9,258 $926 Million
Q4 2024

Feb 13, 2025

BUY
$96.83 - $106.88 $24,304 - $26,826
251 Added 2.56%
10,066 $975 Million
Q3 2024

Nov 12, 2024

BUY
$96.84 - $108.77 $950,484 - $1.07 Million
9,815 New
9,815 $1.06 Billion
Q2 2024

Nov 14, 2024

SELL
$97.17 - $106.25 $101,542 - $111,031
-1,045 Reduced 10.65%
8,770 $897 Million

Others Institutions Holding EFG

About MSCI EAFE GROWTH ETF


  • Ticker EFG
  • Sector ETFs
  • Industry ETFs
More about EFG
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