Personal Cfo Solutions, LLC Msci Eafe Growth ETF Transaction History

Personal Cfo Solutions, LLC

$704 Million
Q3 2024

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 4,333 shares of EFG stock, worth $425,803. This represents 0.07% of its overall portfolio holdings.

Number of Shares

4,333

Previous 6,078 28.71%

Holding current value

$425,803

Previous $621,000 24.96%

% of portfolio

0.07%

Previous 0.1%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

979

Shares Held

136M

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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Personal Cfo Solutions, LLC Msci Eafe Growth ETF Transaction History