Sterling Financial Planning, Inc. Msci Eafe Growth ETF Transaction History

Sterling Financial Planning, Inc.

$264 Million
Q4 2024

A detailed history of Sterling Financial Planning, Inc. transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 42,971 shares of EFG stock, worth $4.5 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares

42,971

Previous 41,751 2.92%

Holding current value

$4.5 Million

Previous $4.49 Million 7.43%

% of portfolio

1.58%

Previous 1.71%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$96.83 - $106.88 $118,132 - $130,393	1,220 Added 2.92%	42,971 $4.16 Million
Q3 2024 Oct 31, 2024	BUY	$96.84 - $108.77 $134,801 - $151,407	1,392 Added 3.45%	41,751 $4.49 Million
Q2 2024 Jul 30, 2024	BUY	$97.17 - $106.25 $182,776 - $199,856	1,881 Added 4.89%	40,359 $4.13 Million
Q1 2024 May 06, 2024	SELL	$93.77 - $104.85 $27,849 - $31,140	-297 Reduced 0.77%	38,478 $3.99 Million
Q4 2023 Jan 31, 2024	BUY	$82.53 - $96.98 $114,881 - $134,996	1,392 Added 3.72%	38,775 $3.76 Million
Q3 2023 Nov 03, 2023	BUY	$85.55 - $97.39 $98,553 - $112,193	1,152 Added 3.18%	37,383 $3.23 Million
Q2 2023 Jul 28, 2023	BUY	$93.15 - $96.95 $98,832 - $102,863	1,061 Added 3.02%	36,231 $3.46 Million
Q1 2023 May 03, 2023	BUY	$84.36 - $93.68 $148,051 - $164,408	1,755 Added 5.25%	35,170 $3.29 Million
Q4 2022 Feb 06, 2023	BUY	$72.2 - $88.14 $67,073 - $81,882	929 Added 2.86%	33,415 $2.8 Million
Q3 2022 Nov 01, 2022	BUY	$71.9 - $88.11 $290,116 - $355,523	4,035 Added 14.18%	32,486 $2.36 Million
Q2 2022 Jul 27, 2022	BUY	$77.95 - $97.78 $349,995 - $439,032	4,490 Added 18.74%	28,451 $2.29 Million
Q1 2022 May 10, 2022	BUY	$87.3 - $110.53 $244,352 - $309,373	2,799 Added 13.23%	23,961 $2.31 Million
Q4 2021 Feb 02, 2022	BUY	$105.06 - $113.44 $364,243 - $393,296	3,467 Added 19.59%	21,162 $2.33 Million
Q3 2021 Oct 28, 2021	BUY	$105.79 - $113.94 $85,478 - $92,063	808 Added 4.78%	17,695 $1.88 Million
Q2 2021 Aug 02, 2021	BUY	$102.07 - $109.39 $352,141 - $377,395	3,450 Added 25.68%	16,887 $1.81 Million
Q1 2021 Apr 28, 2021	BUY	$97.17 - $105.39 $349,617 - $379,193	3,598 Added 36.57%	13,437 $1.35 Million
Q4 2020 Feb 10, 2021	BUY	$86.3 - $101.51 $849,105 - $998,756	9,839 New	9,839 $993,000

Others Institutions Holding EFG

# of Institutions

1,073

Shares Held

157M

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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Sterling Financial Planning, Inc. Msci Eafe Growth ETF Transaction History