A detailed history of Sound Financial Strategies Group, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Sound Financial Strategies Group, LLC holds 4,441 shares of EFG stock, worth $438,948. This represents 0.42% of its overall portfolio holdings.

Number of Shares
4,441
Previous 4,469 0.63%
Holding current value
$438,948
Previous $457,000 4.6%
% of portfolio
0.42%
Previous 0.44%

Shares

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

Nov 12, 2024

SELL
$96.84 - $108.77 $2,711 - $3,045
-28 Reduced 0.63%
4,441 $478,000
Q2 2024

Aug 12, 2024

BUY
$97.17 - $106.25 $434,252 - $474,831
4,469 New
4,469 $457,000
Q2 2023

Aug 07, 2023

SELL
$93.15 - $96.95 $2.6 Million - $2.71 Million
-27,929 Reduced 53.88%
23,903 $2.28 Million
Q1 2023

May 02, 2023

BUY
$84.36 - $93.68 $4.37 Million - $4.85 Million
51,816 Added 323850.0%
51,832 $4.86 Million
Q4 2022

Jan 30, 2023

BUY
$72.2 - $88.14 $1,155 - $1,410
16 New
16 $1,000
Q2 2022

Jul 25, 2022

SELL
$77.95 - $97.78 $53,161 - $66,685
-682 Reduced 97.71%
16 $1,000
Q1 2022

May 05, 2022

SELL
$87.3 - $110.53 $2.22 Million - $2.81 Million
-25,431 Reduced 97.33%
698 $67,000
Q4 2021

Feb 03, 2022

SELL
$105.06 - $113.44 $37,821 - $40,838
-360 Reduced 1.36%
26,129 $2.88 Million
Q3 2021

Nov 03, 2021

SELL
$105.79 - $113.94 $675,786 - $727,848
-6,388 Reduced 19.43%
26,489 $2.82 Million
Q2 2021

Jul 30, 2021

BUY
$102.07 - $109.39 $3.36 Million - $3.6 Million
32,877 New
32,877 $3.53 Million

Others Institutions Holding EFG

About MSCI EAFE GROWTH ETF


  • Ticker EFG
  • Sector ETFs
  • Industry ETFs
More about EFG
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