Sound Financial Strategies Group, LLC Msci Eafe Growth ETF Transaction History

Sound Financial Strategies Group, LLC

$111 Million
Q2 2025

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 4,666 shares of EFG stock, worth $526,838. This represents 0.47% of its overall portfolio holdings.

Number of Shares

4,666

Previous 4,654 0.26%

Holding current value

$526,838

Previous $465,000 12.26%

% of portfolio

0.47%

Previous 0.44%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	$89.8 - $112.0 $1,077 - $1,344	12 Added 0.26%	4,666 $522,000
Q1 2025 May 09, 2025	BUY	$96.1 - $106.37 $59,005 - $65,311	614 Added 15.2%	4,654 $465,000
Q4 2024 Feb 06, 2025	SELL	$96.83 - $106.88 $38,828 - $42,858	-401 Reduced 9.03%	4,040 $391,000
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

# of Institutions

1,107

Shares Held

114M

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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Sound Financial Strategies Group, LLC Msci Eafe Growth ETF Transaction History