Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 21, 2022

SELL
$71.9 - $88.11 $19,988 - $24,494
-278 Reduced 14.72%
1,610 $117,000
Q2 2022

Jul 28, 2022

SELL
$77.95 - $97.78 $7,405 - $9,289
-95 Reduced 4.79%
1,888 $152,000
Q1 2022

Apr 20, 2022

SELL
$87.3 - $110.53 $60,673 - $76,818
-695 Reduced 25.95%
1,983 $191,000
Q4 2021

Jan 18, 2022

BUY
$105.06 - $113.44 $137,628 - $148,606
1,310 Added 95.76%
2,678 $295,000
Q3 2021

Oct 27, 2021

BUY
$105.79 - $113.94 $144,720 - $155,869
1,368 New
1,368 $146,000
Q3 2020

Oct 21, 2020

SELL
$83.58 - $91.81 $24,405 - $26,808
-292 Closed
0 $0
Q2 2020

Jul 15, 2020

BUY
$68.27 - $84.77 $19,934 - $24,752
292 New
292 $24,000

Others Institutions Holding EFG

About MSCI EAFE GROWTH ETF


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

Track Selective Wealth Management, Inc. Portfolio

Follow Selective Wealth Management, Inc. 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 Selective Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Selective Wealth Management, Inc. with notifications on news.