Spectrum Planning & Advisory Services Inc. Msci Eafe Growth ETF Transaction History

Spectrum Planning & Advisory Services Inc.

$133 Million
Q2 2025

A detailed history of Spectrum Planning & Advisory Services Inc. transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Spectrum Planning & Advisory Services Inc. holds 29,338 shares of EFG stock, worth $3.42 Million. This represents 2.47% of its overall portfolio holdings.

Number of Shares

29,338

Previous 58,285 49.66%

Holding current value

$3.42 Million

Previous $5.83 Million 43.63%

% of portfolio

2.47%

Previous 5.6%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$89.8 - $112.0 $2.6 Million - $3.24 Million	-28,947 Reduced 49.66%	29,338 $3.29 Million
Q1 2025 Apr 22, 2025	BUY	$96.1 - $106.37 $156,739 - $173,489	1,631 Added 2.88%	58,285 $5.83 Million
Q4 2024 Jan 22, 2025	BUY	$96.83 - $106.88 $344,424 - $380,172	3,557 Added 6.7%	56,654 $5.49 Million
Q3 2024 Nov 08, 2024	BUY	$96.84 - $108.77 $156,783 - $176,098	1,619 Added 3.15%	53,097 $5.72 Million
Q2 2024 Jul 18, 2024	BUY	$97.17 - $106.25 $1.67 Million - $1.82 Million	17,146 Added 49.94%	51,478 $5.27 Million
Q4 2023 Jan 18, 2024	SELL	$82.53 - $96.98 $1.41 Million - $1.66 Million	-17,131 Reduced 33.29%	34,332 $3.33 Million
Q3 2023 Oct 24, 2023	SELL	$85.55 - $97.39 $617,927 - $703,447	-7,223 Reduced 12.31%	51,463 $4.44 Million
Q2 2023 Jul 24, 2023	BUY	$93.15 - $96.95 $64,832 - $67,477	696 Added 1.2%	58,686 $5.6 Million
Q1 2023 Apr 18, 2023	BUY	$84.36 - $93.68 $1.71 Million - $1.9 Million	20,269 Added 53.73%	57,990 $5.43 Million
Q4 2022 Jan 19, 2023	SELL	$72.2 - $88.14 $741,927 - $905,726	-10,276 Reduced 21.41%	37,721 $0
Q3 2022 Oct 17, 2022	BUY	$71.9 - $88.11 $1.17 Million - $1.44 Million	16,306 Added 51.45%	47,997 $3.48 Million
Q2 2022 Jul 15, 2022	SELL	$77.95 - $97.78 $44,041 - $55,245	-565 Reduced 1.75%	31,691 $2.55 Million
Q1 2022 Apr 18, 2022	SELL	$87.3 - $110.53 $1.54 Million - $1.95 Million	-17,653 Reduced 35.37%	32,256 $3.11 Million
Q4 2021 Jan 19, 2022	BUY	$105.06 - $113.44 $270,109 - $291,654	2,571 Added 5.43%	49,909 $5.5 Million
Q3 2021 Oct 13, 2021	BUY	$105.79 - $113.94 $1.24 Million - $1.33 Million	11,675 Added 32.74%	47,338 $5.04 Million
Q2 2021 Jul 19, 2021	BUY	$102.07 - $109.39 $184,746 - $197,995	1,810 Added 5.35%	35,663 $3.83 Million
Q1 2021 Apr 27, 2021	BUY	$97.17 - $105.39 $357,196 - $387,413	3,676 Added 12.18%	33,853 $3.4 Million
Q4 2020 Feb 02, 2021	BUY	$86.3 - $101.51 $2.6 Million - $3.06 Million	30,177 New	30,177 $3.05 Million

Others Institutions Holding EFG

# of Institutions

1,108

Shares Held

115M

Call Options Held

100

Put Options Held

View Full List

About MSCI EAFE GROWTH ETF

Ticker EFG
Sector ETFs
Industry ETFs

More about EFG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Spectrum Planning & Advisory Services Inc., based on Form 13F filings with the SEC.

News

Stay updated on Spectrum Planning & Advisory Services Inc. with notifications on news.

Account

Spectrum Planning & Advisory Services Inc. Msci Eafe Growth ETF Transaction History