True Private Wealth Advisors Msci Eafe Growth ETF Transaction History

True Private Wealth Advisors

$799 Million
Q3 2024

A detailed history of True Private Wealth Advisors transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, True Private Wealth Advisors holds 15,885 shares of EFG stock, worth $1.57 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

15,885

Previous 17,502 9.24%

Holding current value

$1.57 Million

Previous $1.79 Million 4.47%

% of portfolio

0.21%

Previous 0.21%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$96.84 - $108.77 $156,590 - $175,881	-1,617 Reduced 9.24%	15,885 $1.71 Million
Q2 2024 Jul 16, 2024	BUY	$97.17 - $106.25 $510,434 - $558,131	5,253 Added 42.89%	17,502 $1.79 Million
Q1 2024 Apr 25, 2024	SELL	$93.77 - $104.85 $112,336 - $125,610	-1,198 Reduced 8.91%	12,249 $1.27 Million
Q4 2023 Jan 30, 2024	SELL	$82.53 - $96.98 $570,117 - $669,937	-6,908 Reduced 33.94%	13,447 $1.3 Million
Q3 2023 Nov 13, 2023	BUY	$85.55 - $97.39 $50,902 - $57,947	595 Added 3.01%	20,355 $1.76 Million
Q2 2023 Aug 11, 2023	BUY	$93.15 - $96.95 $543,437 - $565,606	5,834 Added 41.89%	19,760 $1.89 Million
Q1 2023 May 11, 2023	BUY	$84.36 - $93.68 $314,156 - $348,864	3,724 Added 36.5%	13,926 $1.3 Million
Q4 2022 Feb 14, 2023	SELL	$72.2 - $88.14 $64,907 - $79,237	-899 Reduced 8.1%	10,202 $854,000
Q3 2022 Nov 04, 2022	BUY	$71.9 - $88.11 $229,576 - $281,335	3,193 Added 40.38%	11,101 $805,000
Q2 2022 Jul 28, 2022	BUY	$77.95 - $97.78 $11,692 - $14,667	150 Added 1.93%	7,908 $636,000
Q1 2022 May 09, 2022	SELL	$87.3 - $110.53 $769,724 - $974,543	-8,817 Reduced 53.19%	7,758 $696,000
Q4 2021 Feb 11, 2022	BUY	$105.06 - $113.44 $71,125 - $76,798	677 Added 4.26%	16,575 $1.83 Million
Q3 2021 Nov 05, 2021	BUY	$105.79 - $113.94 $513,927 - $553,520	4,858 Added 44.0%	15,898 $1.69 Million
Q2 2021 Aug 10, 2021	BUY	$102.07 - $109.39 $379,598 - $406,821	3,719 Added 50.8%	11,040 $1.18 Million
Q1 2021 May 12, 2021	SELL	$97.17 - $105.39 $419,385 - $454,863	-4,316 Reduced 37.09%	7,321 $735,000
Q4 2020 Jan 11, 2021	SELL	$86.3 - $101.51 $793,528 - $933,384	-9,195 Reduced 44.14%	11,637 $1.17 Million
Q3 2020 Oct 09, 2020	SELL	$83.58 - $91.81 $560,821 - $616,045	-6,710 Reduced 24.36%	20,832 $1.87 Million
Q2 2020 Jul 07, 2020	BUY	$68.27 - $84.77 $1.88 Million - $2.33 Million	27,542 New	27,542 $2.29 Million
Q4 2018 Jan 14, 2019	SELL	$66.77 - $80.32 $9,147 - $11,003	-137 Closed	0 $0
Q3 2018 Oct 18, 2018	BUY	$77.44 - $81.34 $10,609 - $11,143	137 New	137 $0

Others Institutions Holding EFG

# of Institutions

979

Shares Held

136M

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 True Private Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on True Private Wealth Advisors with notifications on news.

Account

True Private Wealth Advisors Msci Eafe Growth ETF Transaction History