Shared Vision Wealth Group LLC Msci Eafe Growth ETF Transaction History

Shared Vision Wealth Group LLC

$236 Billion
Q3 2025

A detailed history of Shared Vision Wealth Group LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 12,859 shares of EFG stock, worth $1.48 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

12,859

Previous 32,366 60.27%

Holding current value

$1.48 Million

Previous $3.48 Billion 57.1%

% of portfolio

0.63%

Previous 1.74%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	SELL	$106.99 - $114.46 $2.09 Million - $2.23 Million	-19,507 Reduced 60.27%	12,859 $1.49 Billion
Q2 2025 Aug 07, 2025	SELL	$89.8 - $112.0 $128,952 - $160,832	-1,436 Reduced 4.25%	32,366 $3.48 Billion
Q1 2025 May 02, 2025	SELL	$96.1 - $106.37 $1.88 Million - $2.08 Million	-19,546 Reduced 36.64%	33,802 $3.38 Billion
Q4 2024 Feb 06, 2025	BUY	$96.83 - $106.88 $443,771 - $489,831	4,583 Added 9.4%	53,348 $5.17 Billion
Q3 2024 Nov 12, 2024	SELL	$96.84 - $108.77 $258,562 - $290,415	-2,670 Reduced 5.19%	48,765 $5.25 Billion
Q2 2024 Jul 23, 2024	BUY	$97.17 - $106.25 $1.39 Million - $1.52 Million	14,352 Added 38.7%	51,435 $5.26 Billion
Q1 2024 May 06, 2024	SELL	$93.77 - $104.85 $328,757 - $367,604	-3,506 Reduced 8.64%	37,083 $3.85 Billion
Q4 2023 Feb 07, 2024	BUY	$82.53 - $96.98 $3.35 Million - $3.94 Million	40,589 New	40,589 $3.93 Billion

Others Institutions Holding EFG

# of Institutions

1,120

Shares Held

81.3M

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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Shared Vision Wealth Group LLC Msci Eafe Growth ETF Transaction History