A detailed history of Steel Peak Wealth Management LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 202,808 shares of EFG stock, worth $21.9 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
202,808
Previous 115,880 75.02%
Holding current value
$21.9 Million
Previous $12 Million 72.5%
% of portfolio
0.98%
Previous 0.61%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

BUY
$97.17 - $106.25 $8.45 Million - $9.24 Million
86,928 Added 75.02%
202,808 $20.7 Million
Q1 2024

Apr 17, 2024

BUY
$93.77 - $104.85 $739,657 - $827,056
7,888 Added 7.3%
115,880 $12 Million
Q4 2023

Jan 23, 2024

SELL
$82.53 - $96.98 $4.76 Million - $5.59 Million
-57,631 Reduced 34.8%
107,992 $10.5 Million
Q3 2023

Nov 02, 2023

SELL
$85.55 - $97.39 $3.5 Million - $3.98 Million
-40,892 Reduced 19.8%
165,623 $14.3 Million
Q2 2023

Aug 02, 2023

BUY
$93.15 - $96.95 $29,808 - $31,024
320 Added 0.16%
206,515 $19.7 Million
Q1 2023

May 05, 2023

BUY
$84.36 - $93.68 $5.9 Million - $6.55 Million
69,884 Added 51.27%
206,195 $19.3 Million
Q4 2022

Jan 25, 2023

SELL
$72.2 - $88.14 $1.31 Million - $1.6 Million
-18,169 Reduced 11.76%
136,311 $0
Q3 2022

Oct 26, 2022

BUY
$71.9 - $88.11 $3.61 Million - $4.42 Million
50,195 Added 48.13%
154,480 $11.2 Million
Q2 2022

Aug 02, 2022

BUY
$77.95 - $97.78 $127,760 - $160,261
1,639 Added 1.6%
104,285 $8.39 Million
Q1 2022

May 10, 2022

SELL
$87.3 - $110.53 $6.21 Million - $7.86 Million
-71,097 Reduced 40.92%
102,646 $9.88 Million
Q4 2021

Jan 31, 2022

BUY
$105.06 - $113.44 $1.67 Million - $1.81 Million
15,926 Added 10.09%
173,743 $19.2 Million
Q3 2021

Nov 15, 2021

BUY
$105.79 - $113.94 $5.03 Million - $5.41 Million
47,524 Added 43.09%
157,817 $16.8 Million
Q2 2021

Aug 13, 2021

SELL
$102.07 - $109.39 $3.62 Million - $3.88 Million
-35,486 Reduced 24.34%
110,293 $11.8 Million
Q1 2021

May 18, 2021

BUY
$97.17 - $105.39 $1.19 Million - $1.29 Million
12,274 Added 9.19%
145,779 $14.6 Million
Q4 2020

Feb 04, 2021

SELL
$86.3 - $101.51 $1.62 Million - $1.9 Million
-18,736 Reduced 12.31%
133,505 $13.5 Million
Q3 2020

Oct 26, 2020

SELL
$83.58 - $91.81 $355,632 - $390,651
-4,255 Reduced 2.72%
152,241 $13.7 Million
Q2 2020

Jul 21, 2020

BUY
$68.27 - $84.77 $10.7 Million - $13.3 Million
156,496 New
156,496 $13 Million

Others Institutions Holding EFG

About MSCI EAFE GROWTH ETF


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