A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 6,984 shares of EFG stock, worth $681,359. This represents 0.16% of its overall portfolio holdings.

Number of Shares
6,984
Previous 6,984 -0.0%
Holding current value
$681,359
Previous $714,000 5.18%
% of portfolio
0.16%
Previous 0.16%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 09, 2024

SELL
$82.53 - $96.98 $158,127 - $185,813
-1,916 Reduced 21.53%
6,984 $676,000
Q3 2023

Nov 06, 2023

SELL
$85.55 - $97.39 $66,814 - $76,061
-781 Reduced 8.07%
8,900 $768,000
Q4 2022

Feb 01, 2023

BUY
$72.2 - $88.14 $56,388 - $68,837
781 Added 8.78%
9,681 $810,000
Q3 2021

Oct 14, 2021

BUY
$105.79 - $113.94 $454,897 - $489,942
4,300 Added 93.48%
8,900 $948,000
Q3 2020

Oct 14, 2020

SELL
$83.58 - $91.81 $373,435 - $410,207
-4,468 Reduced 49.27%
4,600 $413,000
Q2 2020

Jul 15, 2020

SELL
$68.27 - $84.77 $341,350 - $423,850
-5,000 Reduced 35.54%
9,068 $754,000
Q1 2020

Apr 21, 2020

SELL
$62.16 - $88.65 $65,205 - $92,993
-1,049 Reduced 6.94%
14,068 $1 Million
Q2 2019

Jul 16, 2019

SELL
$76.79 - $80.92 $97,139 - $102,363
-1,265 Reduced 7.72%
15,117 $1.22 Million
Q1 2019

May 01, 2019

BUY
$68.09 - $77.86 $303,204 - $346,710
4,453 Added 37.33%
16,382 $1.27 Million
Q4 2018

Jan 31, 2019

BUY
$66.77 - $80.32 $796,499 - $958,137
11,929 New
11,929 $824,000

Others Institutions Holding EFG

About MSCI EAFE GROWTH ETF


  • Ticker EFG
  • Sector ETFs
  • Industry ETFs
More about EFG
Track This Portfolio

Track Schneider Downs Wealth Management Advisors, LP Portfolio

Follow Schneider Downs Wealth Management Advisors, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schneider Downs Wealth Management Advisors, LP, based on Form 13F filings with the SEC.

News

Stay updated on Schneider Downs Wealth Management Advisors, LP with notifications on news.