Personal Cfo Solutions, LLC Msci Eafe Growth ETF Transaction History

Personal Cfo Solutions, LLC

  • $482 Million
  • Q1 2025

A detailed history of Personal Cfo Solutions, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 5,289 shares of EFG stock, worth $613,047. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,289
Holding current value
$613,047
% of portfolio
0.11%

Shares

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

Apr 30, 2025
BUY
$96.1 - $106.37 $508,272 - $562,590
5,289 New
5,289 $528,000
Q3 2024

Nov 14, 2024
SELL
$96.84 - $108.77 $168,985 - $189,803
-1,745 Reduced 28.71%
4,333 $466,000
Q2 2024

Aug 09, 2024
BUY
$97.17 - $106.25 $362,055 - $395,887
3,726 Added 158.42%
6,078 $621,000
Q1 2024

May 13, 2024
SELL
$93.77 - $104.85 $327,726 - $366,450
-3,495 Reduced 59.77%
2,352 $244,000
Q4 2023

Feb 13, 2024
BUY
$82.53 - $96.98 $91,113 - $107,065
1,104 Added 23.28%
5,847 $566,000
Q3 2023

Nov 13, 2023
BUY
$85.55 - $97.39 $405,763 - $461,920
4,743 New
4,743 $409,000
Q4 2022

Feb 14, 2023
SELL
$72.2 - $88.14 $252,700 - $308,490
-3,500 Reduced 54.3%
2,946 $246,000
Q3 2022

Nov 01, 2022
SELL
$71.9 - $88.11 $667,879 - $818,453
-9,289 Reduced 59.03%
6,446 $468,000
Q2 2022

Aug 05, 2022
BUY
$77.95 - $97.78 $657,040 - $824,187
8,429 Added 115.37%
15,735 $1.27 Million
Q1 2022

May 02, 2022
SELL
$87.3 - $110.53 $168,139 - $212,880
-1,926 Reduced 20.86%
7,306 $703,000
Q4 2021

Feb 11, 2022
BUY
$105.06 - $113.44 $969,913 - $1.05 Million
9,232 New
9,232 $1.02 Million
Q2 2020

Aug 03, 2020
SELL
$68.27 - $84.77 $1.12 Million - $1.39 Million
-16,393 Closed
0 $0
Q1 2020

Apr 30, 2020
BUY
$62.16 - $88.65 $1.02 Million - $1.45 Million
16,393 New
16,393 $1.17 Million

Others Institutions Holding EFG

# of Institutions
1,120
Shares Held
108M
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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