Sequoia Financial Advisors, LLC Msci Eafe Growth ETF Transaction History

Sequoia Financial Advisors, LLC

  • $8.93 Billion
  • Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 9,276 shares of EFG stock, worth $908,027. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,276
Previous 8,445 9.84%
Holding current value
$908,027
Previous $863,000 15.64%
% of portfolio
0.01%
Previous 0.01%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$96.84 - $108.77 $80,474 - $90,387
831 Added 9.84%
9,276 $998,000
Q2 2024

Jul 15, 2024
SELL
$97.17 - $106.25 $777 - $850
-8 Reduced 0.09%
8,445 $863,000
Q1 2024

Apr 30, 2024
SELL
$93.77 - $104.85 $390,458 - $436,595
-4,164 Reduced 33.0%
8,453 $877,000
Q4 2023

Jan 25, 2024
BUY
$82.53 - $96.98 $488,907 - $574,509
5,924 Added 88.51%
12,617 $1.22 Million
Q3 2023

Nov 08, 2023
BUY
$85.55 - $97.39 $2,737 - $3,116
32 Added 0.48%
6,693 $577,000
Q2 2023

Aug 08, 2023
BUY
$93.15 - $96.95 $16,953 - $17,644
182 Added 2.81%
6,661 $635,000
Q1 2023

Apr 24, 2023
BUY
$84.36 - $93.68 $37,540 - $41,687
445 Added 7.37%
6,479 $606,000
Q4 2022

Jan 17, 2023
BUY
$72.2 - $88.14 $138,768 - $169,405
1,922 Added 46.74%
6,034 $0
Q2 2022

Jul 22, 2022
BUY
$77.95 - $97.78 $2,806 - $3,520
36 Added 0.88%
4,112 $331,000
Q1 2022

May 13, 2022
BUY
$87.3 - $110.53 $19,904 - $25,200
228 Added 5.93%
4,076 $392,000
Q4 2021

Feb 11, 2022
BUY
$105.06 - $113.44 $19,751 - $21,326
188 Added 5.14%
3,848 $424,000
Q3 2021

Oct 26, 2021
SELL
$105.79 - $113.94 $18,090 - $19,483
-171 Reduced 4.46%
3,660 $390,000
Q2 2021

Jul 27, 2021
BUY
$102.07 - $109.39 $102 - $109
1 Added 0.03%
3,831 $411,000
Q3 2020

Oct 23, 2020
BUY
$83.58 - $91.81 $14,208 - $15,607
170 Added 4.64%
3,830 $344,000
Q2 2020

Aug 25, 2020
BUY
$68.27 - $84.77 $249,868 - $310,258
3,660 New
3,660 $304,000
Q2 2020

Aug 11, 2020
SELL
$68.27 - $84.77 $257,855 - $320,176
-3,777 Closed
0 $304,000
Q1 2019

May 13, 2019
SELL
$68.09 - $77.86 $69,724 - $79,728
-1,024 Reduced 21.33%
3,777 $293,000
Q4 2018

Feb 14, 2019
BUY
$66.77 - $80.32 $7,812 - $9,397
117 Added 2.5%
4,801 $332,000
Q2 2017

Aug 09, 2017
BUY
N/A
4,684
4,684 $346,000

Others Institutions Holding EFG

# of Institutions
983
Shares Held
137M
Call Options Held
100
Put Options Held
0
View Full List

About MSCI EAFE GROWTH ETF

EFG Quotes by TradingView
  • Ticker EFG
  • Sector ETFs
  • Industry ETFs
More about EFG
Track This Portfolio

Track Sequoia Financial Advisors, LLC Portfolio

Follow Sequoia Financial Advisors, LLC 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 Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email