Soa Wealth Advisors, Llc. Msci Eafe Growth ETF Transaction History

Soa Wealth Advisors, Llc.

$517 Million
Q3 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 41,449 shares of EFG stock, worth $4.33 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares

41,449

Previous 42,028 1.38%

Holding current value

$4.33 Million

Previous $4.3 Million 3.77%

% of portfolio

0.86%

Previous 0.88%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$96.84 - $108.77 $56,070 - $62,977	-579 Reduced 1.38%	41,449 $4.46 Million
Q2 2024 Jul 17, 2024	SELL	$97.17 - $106.25 $16,227 - $17,743	-167 Reduced 0.4%	42,028 $4.3 Million
Q1 2024 Apr 10, 2024	BUY	$93.77 - $104.85 $36,664 - $40,996	391 Added 0.94%	42,195 $4.38 Million
Q4 2023 Jan 10, 2024	BUY	$82.53 - $96.98 $116,367 - $136,741	1,410 Added 3.49%	41,804 $4.05 Million
Q3 2023 Oct 10, 2023	BUY	$85.55 - $97.39 $23,782 - $27,074	278 Added 0.69%	40,394 $3.49 Million
Q2 2023 Jul 07, 2023	BUY	$93.15 - $96.95 $139,259 - $144,940	1,495 Added 3.87%	40,116 $3.83 Million
Q1 2023 Apr 28, 2023	BUY	$84.36 - $93.68 $154,884 - $171,996	1,836 Added 4.99%	38,621 $3.62 Million
Q4 2022 Jan 10, 2023	SELL	$72.2 - $88.14 $1.22 Million - $1.49 Million	-16,879 Reduced 31.45%	36,785 $0
Q3 2022 Oct 07, 2022	BUY	$71.9 - $88.11 $299,032 - $366,449	4,159 Added 8.4%	53,664 $3.89 Million
Q2 2022 Jul 13, 2022	BUY	$77.95 - $97.78 $1.23 Million - $1.55 Million	15,820 Added 46.96%	49,505 $3.98 Million
Q1 2022 Apr 07, 2022	SELL	$87.3 - $110.53 $21,563 - $27,300	-247 Reduced 0.73%	33,685 $3.24 Million
Q4 2021 Jan 13, 2022	SELL	$105.06 - $113.44 $21,642 - $23,368	-206 Reduced 0.6%	33,932 $3.74 Million
Q3 2021 Oct 12, 2021	SELL	$105.79 - $113.94 $162,387 - $174,897	-1,535 Reduced 4.3%	34,138 $3.63 Million
Q2 2021 Jul 14, 2021	SELL	$102.07 - $109.39 $245,376 - $262,973	-2,404 Reduced 6.31%	35,673 $3.83 Million
Q1 2021 Apr 26, 2021	SELL	$97.17 - $105.39 $110,968 - $120,355	-1,142 Reduced 2.91%	38,077 $3.83 Million
Q4 2020 Mar 10, 2021	BUY	$86.3 - $101.51 $3.38 Million - $3.98 Million	39,219 New	39,219 $4.05 Million

Others Institutions Holding EFG

# of Institutions

942

Shares Held

137M

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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Soa Wealth Advisors, Llc. Msci Eafe Growth ETF Transaction History