Sax Wealth Advisors, LLC Msci Eafe Growth ETF Transaction History

Sax Wealth Advisors, LLC

$1.63 Billion
Q2 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 12,240 shares of EFG stock, worth $1.34 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

12,240

Previous 7,591 61.24%

Holding current value

$1.34 Million

Previous $759,000 80.5%

% of portfolio

0.08%

Previous 0.06%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$89.8 - $112.0 $417,480 - $520,688	4,649 Added 61.24%	12,240 $1.37 Million
Q1 2025 May 14, 2025	BUY	$96.1 - $106.37 $768 - $850	8 Added 0.11%	7,591 $759,000
Q4 2024 Jan 15, 2025	BUY	$96.83 - $106.88 $9,392 - $10,367	97 Added 1.3%	7,583 $734,000
Q3 2024 Oct 17, 2024	BUY	$96.84 - $108.77 $149,811 - $168,267	1,547 Added 26.05%	7,486 $805,000
Q2 2024 Jul 12, 2024	BUY	$97.17 - $106.25 $577,092 - $631,018	5,939 New	5,939 $607,000

Others Institutions Holding EFG

# of Institutions

1,092

Shares Held

120M

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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Sax Wealth Advisors, LLC Msci Eafe Growth ETF Transaction History