United Capital Financial Advisers, LLC Msci Eafe Growth ETF Transaction History

United Capital Financial Advisers, LLC

$11.5 Billion
Q1 2025

A detailed history of United Capital Financial Advisers, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 415,476 shares of EFG stock, worth $45.1 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

415,476

Previous 799,537 48.04%

Holding current value

$45.1 Million

Previous $77.4 Million 46.33%

% of portfolio

0.36%

Previous 0.66%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$96.1 - $106.37 $36.9 Million - $40.9 Million	-384,061 Reduced 48.04%	415,476 $41.5 Million
Q4 2024 Feb 13, 2025	BUY	$96.83 - $106.88 $9.08 Million - $10 Million	93,788 Added 13.29%	799,537 $77.4 Million
Q3 2024 Nov 12, 2024	SELL	$96.84 - $108.77 $7.04 Million - $7.91 Million	-72,722 Reduced 9.34%	705,749 $76 Million
Q2 2024 Aug 14, 2024	BUY	$97.17 - $106.25 $27.3 Million - $29.9 Million	281,401 Added 56.61%	778,471 $79.6 Million
Q1 2024 May 15, 2024	BUY	$93.77 - $104.85 $1.05 Million - $1.17 Million	11,146 Added 2.29%	497,070 $51.6 Million
Q4 2023 Feb 14, 2024	BUY	$82.53 - $96.98 $38.9 Million - $45.7 Million	471,121 Added 3182.6%	485,924 $47.1 Million
Q3 2023 Nov 14, 2023	SELL	$85.55 - $97.39 $503,975 - $573,724	-5,891 Reduced 28.47%	14,803 $1.28 Million
Q2 2023 Aug 14, 2023	SELL	$93.15 - $96.95 $13.2 Million - $13.7 Million	-141,328 Reduced 87.23%	20,694 $1.97 Million
Q1 2023 Aug 14, 2023	BUY	$84.36 - $93.68 $427,452 - $474,676	5,067 Added 24.49%	25,761 $2.41 Million
Q1 2023 May 15, 2023	BUY	$84.36 - $93.68 $10.9 Million - $12.1 Million	129,105 Added 392.21%	162,022 $15.2 Million
Q4 2022 Feb 14, 2023	SELL	$72.2 - $88.14 $1.34 Million - $1.63 Million	-18,493 Reduced 35.97%	32,917 $2.76 Million
Q3 2022 Nov 14, 2022	BUY	$71.9 - $88.11 $91,816 - $112,516	1,277 Added 2.55%	51,410 $3.73 Million
Q2 2022 Aug 11, 2022	SELL	$77.95 - $97.78 $1 Million - $1.26 Million	-12,870 Reduced 20.43%	50,133 $4.04 Million
Q1 2022 May 16, 2022	SELL	$87.3 - $110.53 $150,854 - $190,995	-1,728 Reduced 2.67%	63,003 $6.07 Million
Q4 2021 Feb 14, 2022	BUY	$105.06 - $113.44 $124,180 - $134,086	1,182 Added 1.86%	64,731 $7.14 Million
Q3 2021 Nov 15, 2021	BUY	$105.79 - $113.94 $119,860 - $129,094	1,133 Added 1.82%	63,549 $6.77 Million
Q2 2021 Aug 13, 2021	SELL	$102.07 - $109.39 $626,913 - $671,873	-6,142 Reduced 8.96%	62,416 $6.7 Million
Q1 2021 May 14, 2021	SELL	$97.17 - $105.39 $364,776 - $395,634	-3,754 Reduced 5.19%	68,558 $6.89 Million
Q4 2020 Feb 17, 2021	BUY	$86.3 - $101.51 $4.04 Million - $4.75 Million	46,823 Added 183.7%	72,312 $7.3 Million
Q3 2020 Nov 13, 2020	BUY	$83.58 - $91.81 $182,371 - $200,329	2,182 Added 9.36%	25,489 $2.29 Million
Q2 2020 Aug 13, 2020	SELL	$68.27 - $84.77 $226,997 - $281,860	-3,325 Reduced 12.48%	23,307 $1.94 Million
Q1 2020 May 15, 2020	SELL	$62.16 - $88.65 $83,978 - $119,766	-1,351 Reduced 4.83%	26,632 $1.83 Million
Q4 2019 Feb 14, 2020	BUY	$78.11 - $86.74 $178,481 - $198,200	2,285 Added 8.89%	27,983 $2.42 Million
Q3 2019 Nov 14, 2019	BUY	$76.85 - $82.17 $31,047 - $33,196	404 Added 1.6%	25,698 $2.07 Million
Q2 2019 Aug 13, 2019	BUY	$76.79 - $80.92 $44,922 - $47,338	585 Added 2.37%	25,294 $2.04 Million
Q1 2019 May 14, 2019	SELL	$68.09 - $77.86 $1.26 Million - $1.44 Million	-18,512 Reduced 42.83%	24,709 $1.91 Million
Q4 2018 Feb 14, 2019	BUY	$66.77 - $80.32 $942,792 - $1.13 Million	14,120 Added 48.52%	43,221 $2.99 Million
Q3 2018 Nov 14, 2018	BUY	$77.44 - $81.34 $3,097 - $3,253	40 Added 0.14%	29,101 $2.33 Million
Q2 2018 Aug 14, 2018	SELL	$78.08 - $82.76 $363,930 - $385,744	-4,661 Reduced 13.82%	29,061 $2.29 Million
Q1 2018 May 15, 2018	BUY	$77.76 - $85.74 $388 - $428	5 Added 0.01%	33,722 $2.71 Million
Q4 2017 Feb 13, 2018	BUY	$77.45 - $80.74 $4,801 - $5,005	62 Added 0.18%	33,717 $2.72 Million
Q3 2017 Nov 14, 2017	BUY	$76.75 - $77.39 $73,603 - $74,217	959 Added 2.93%	33,655 $2.61 Million
Q2 2017 Aug 14, 2017	BUY	N/A	32,696	32,696 $2.42 Million

Others Institutions Holding EFG

# of Institutions

1,080

Shares Held

120M

Call Options Held

100

Put Options Held

View Full List

About MSCI EAFE GROWTH ETF

Ticker EFG
Sector ETFs
Industry ETFs

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United Capital Financial Advisers, LLC Msci Eafe Growth ETF Transaction History