Peterson Financial Group, Inc. Msci Eafe Growth ETF Transaction History

Peterson Financial Group, Inc.

$26 Billion
Q3 2024

A detailed history of Peterson Financial Group, Inc. transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Peterson Financial Group, Inc. holds 7,479 shares of EFG stock, worth $746,778. This represents 3.1% of its overall portfolio holdings.

Number of Shares

7,479

Previous 8,060 7.21%

Holding current value

$746,778

Previous $825 Million 2.36%

% of portfolio

3.1%

Previous 5.03%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$96.84 - $108.77 $56,264 - $63,195	-581 Reduced 7.21%	7,479 $805 Million
Q2 2024 Aug 12, 2024	BUY	$97.17 - $106.25 $783,190 - $856,375	8,060 New	8,060 $825 Million
Q1 2024 Aug 28, 2024	SELL	$93.77 - $104.85 $39,008 - $43,617	-416 Reduced 5.55%	7,078 $735 Million
Q4 2023 Aug 28, 2024	BUY	$82.53 - $96.98 $68,087 - $80,008	825 Added 12.37%	7,494 $726 Million
Q4 2023 Feb 12, 2024	SELL	$82.53 - $96.98 $55,212 - $64,879	-669 Reduced 9.44%	6,417 $621,000
Q3 2023 Aug 28, 2024	BUY	$85.55 - $97.39 $6,929 - $7,888	81 Added 1.23%	6,669 $576 Million
Q3 2023 Oct 31, 2023	SELL	$85.55 - $97.39 $11,292 - $12,855	-132 Reduced 1.83%	7,086 $611,000
Q2 2023 Aug 28, 2024	SELL	$93.15 - $96.95 $137,116 - $142,710	-1,472 Reduced 18.26%	6,588 $629 Million
Q2 2023 Aug 04, 2023	SELL	$93.15 - $96.95 $82,624 - $85,994	-887 Reduced 10.94%	7,218 $688,000
Q1 2023 Aug 27, 2024	SELL	$84.36 - $93.68 $83,516 - $92,743	-990 Reduced 12.28%	7,070 $662 Million
Q1 2023 Apr 25, 2023	SELL	$84.36 - $93.68 $1,940 - $2,154	-23 Reduced 0.28%	8,105 $759,000
Q4 2022 Aug 27, 2024	BUY	$72.2 - $88.14 $51,189 - $62,491	709 Added 8.8%	8,769 $735 Million
Q4 2022 Feb 03, 2023	BUY	$72.2 - $88.14 $25,270 - $30,849	350 Added 4.5%	8,128 $680,000
Q3 2022 Aug 26, 2024	BUY	$71.9 - $88.11 $23,727 - $29,076	330 Added 4.12%	8,341 $605 Million
Q3 2022 Oct 17, 2022	BUY	$71.9 - $88.11 $9,850 - $12,071	137 Added 1.79%	7,778 $564,000
Q2 2022 Aug 26, 2024	SELL	$77.95 - $97.78 $3,819 - $4,791	-49 Reduced 0.61%	8,011 $645 Million
Q2 2022 Jul 20, 2022	BUY	$77.95 - $97.78 $63,061 - $79,104	809 Added 11.84%	7,641 $615,000
Q1 2022 Aug 26, 2024	SELL	$87.3 - $110.53 $27,063 - $34,264	-310 Reduced 3.85%	7,750 $746 Million
Q1 2022 Jul 19, 2022	SELL	$87.3 - $110.53 $139,243 - $176,295	-1,595 Reduced 18.93%	6,832 $657,000
Q1 2022 Apr 18, 2022	SELL	$87.3 - $110.53 $1.48 Million - $1.88 Million	-16,989 Reduced 66.84%	8,427 $811,000
Q4 2021 Aug 22, 2024	SELL	$105.06 - $113.44 $35,090 - $37,888	-334 Reduced 4.14%	7,726 $852 Million
Q4 2021 Jan 31, 2022	BUY	$105.06 - $113.44 $2.67 Million - $2.88 Million	25,416 New	25,416 $2.81 Million

Others Institutions Holding EFG

# of Institutions

982

Shares Held

137M

Call Options Held

100

Put Options Held

View Full List

About MSCI EAFE GROWTH ETF

Ticker EFG
Sector ETFs
Industry ETFs

More about EFG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Peterson Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Peterson Financial Group, Inc. with notifications on news.

Account

Peterson Financial Group, Inc. Msci Eafe Growth ETF Transaction History