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 3,636 shares of EFG stock, worth $379,380. This represents 0.16% of its overall portfolio holdings.

Number of Shares
3,636
Previous 4,239 14.23%
Holding current value
$379,380
Previous $410,000 8.05%
% of portfolio
0.16%
Previous 0.17%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$77.29 - $88.14 $49,620 - $56,585
-642 Reduced 15.21%
3,579 $0
Q3 2022

Oct 21, 2022

BUY
$73.05 - $88.11 $94,161 - $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

About MSCI EAFE GROWTH ETF


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