True Wealth Advisors, LLC Msci Eafe Growth ETF Transaction History

True Wealth Advisors, LLC

$262 Million
Q4 2024

A detailed history of True Wealth Advisors, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, True Wealth Advisors, LLC holds 4,840 shares of EFG stock, worth $491,792. This represents 0.18% of its overall portfolio holdings.

Number of Shares

4,840

Previous 3,902 24.04%

Holding current value

$491,792

Previous $420,000 11.43%

% of portfolio

0.18%

Previous 0.15%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$96.83 - $106.88 $90,826 - $100,253	938 Added 24.04%	4,840 $468,000
Q3 2024 Oct 29, 2024	SELL	$96.84 - $108.77 $98,486 - $110,619	-1,017 Reduced 20.67%	3,902 $420,000
Q2 2024 Jul 24, 2024	BUY	$97.17 - $106.25 $124,669 - $136,318	1,283 Added 35.29%	4,919 $503,000
Q1 2024 Apr 23, 2024	SELL	$93.77 - $104.85 $56,543 - $63,224	-603 Reduced 14.23%	3,636 $377,000
Q4 2023 Feb 08, 2024	SELL	$82.53 - $96.98 $17,909 - $21,044	-217 Reduced 4.87%	4,239 $410,000
Q3 2023 Nov 07, 2023	SELL	$85.55 - $97.39 $85,464 - $97,292	-999 Reduced 18.31%	4,456 $384,000
Q2 2023 Jul 31, 2023	BUY	$93.15 - $96.95 $31,671 - $32,963	340 Added 6.65%	5,455 $520,000
Q1 2023 Apr 19, 2023	BUY	$84.36 - $93.68 $129,576 - $143,892	1,536 Added 42.92%	5,115 $479,000
Q4 2022 Jan 23, 2023	SELL	$72.2 - $88.14 $46,352 - $56,585	-642 Reduced 15.21%	3,579 $0
Q3 2022 Oct 21, 2022	BUY	$71.9 - $88.11 $92,679 - $113,573	1,289 Added 43.96%	4,221 $306,000
Q2 2022 Jul 27, 2022	SELL	$77.95 - $97.78 $228,783 - $286,984	-2,935 Reduced 50.03%	2,932 $236,000
Q1 2022 May 05, 2022	BUY	$87.3 - $110.53 $254,392 - $322,084	2,914 Added 98.68%	5,867 $647,000
Q1 2022 May 04, 2022	SELL	$87.3 - $110.53 $254,392 - $322,084	-2,914 Reduced 49.67%	2,953 $261,000
Q4 2021 Feb 02, 2022	BUY	$105.06 - $113.44 $51,794 - $55,925	493 Added 9.17%	5,867 $647,000
Q3 2021 Oct 25, 2021	BUY	$105.79 - $113.94 $165,667 - $178,430	1,566 Added 41.12%	5,374 $572,000
Q2 2021 Jul 23, 2021	BUY	$102.07 - $109.39 $79,206 - $84,886	776 Added 25.59%	3,808 $409,000
Q1 2021 Apr 22, 2021	BUY	$97.17 - $105.39 $294,619 - $319,542	3,032 New	3,032 $304,000

Others Institutions Holding EFG

# of Institutions

1,008

Shares Held

140M

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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True Wealth Advisors, LLC Msci Eafe Growth ETF Transaction History