A detailed history of Wealthcare Advisory Partners LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 8,125 shares of EFG stock, worth $795,356. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,125
Previous 8,165 0.49%
Holding current value
$795,356
Previous $835,000 4.67%
% of portfolio
0.03%
Previous 0.03%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

SELL
$96.84 - $108.77 $3,873 - $4,350
-40 Reduced 0.49%
8,125 $874,000
Q2 2024

Aug 09, 2024

BUY
$97.17 - $106.25 $65,589 - $71,718
675 Added 9.01%
8,165 $835,000
Q1 2024

Apr 15, 2024

SELL
$93.77 - $104.85 $106,522 - $119,109
-1,136 Reduced 13.17%
7,490 $777,000
Q4 2023

Feb 06, 2024

BUY
$82.53 - $96.98 $8,005 - $9,407
97 Added 1.14%
8,626 $835,000
Q3 2023

Oct 12, 2023

SELL
$85.55 - $97.39 $513 - $584
-6 Reduced 0.07%
8,529 $736,000
Q1 2023

May 04, 2023

SELL
$84.36 - $93.68 $1,096 - $1,217
-13 Reduced 0.15%
8,535 $799,000
Q4 2022

Feb 13, 2023

SELL
$72.2 - $88.14 $4,187 - $5,112
-58 Reduced 0.67%
8,548 $715,000
Q3 2022

Nov 14, 2022

BUY
$71.9 - $88.11 $58,886 - $72,162
819 Added 10.52%
8,606 $624,000
Q2 2022

Aug 15, 2022

SELL
$77.95 - $97.78 $2,182 - $2,737
-28 Reduced 0.36%
7,787 $627,000
Q1 2022

Apr 15, 2022

BUY
$87.3 - $110.53 $10,126 - $12,821
116 Added 1.51%
7,815 $752,000
Q3 2021

Nov 15, 2021

BUY
$105.79 - $113.94 $2,327 - $2,506
22 Added 0.29%
7,699 $820,000
Q2 2021

Aug 16, 2021

SELL
$102.07 - $109.39 $59,302 - $63,555
-581 Reduced 7.04%
7,677 $824,000
Q4 2020

Feb 12, 2021

SELL
$86.3 - $101.51 $42,718 - $50,247
-495 Reduced 5.66%
8,258 $833,000
Q3 2020

Oct 29, 2020

BUY
$83.58 - $91.81 $731,575 - $803,612
8,753 New
8,753 $787,000
Q2 2020

Jul 29, 2020

SELL
$68.27 - $84.77 $3,550 - $4,408
-52 Closed
0 $0
Q4 2019

Jan 29, 2020

BUY
$78.11 - $86.74 $4,061 - $4,510
52 New
52 $4,000
Q3 2019

Oct 17, 2019

SELL
$76.85 - $82.17 $922 - $986
-12 Closed
0 $0
Q2 2018

Aug 14, 2018

SELL
$78.08 - $82.76 $2,108 - $2,234
-27 Reduced 69.23%
12 $1,000
Q3 2017

Nov 15, 2017

BUY
$76.75 - $77.39 $2,993 - $3,018
39
39 $3,000

Others Institutions Holding EFG

About MSCI EAFE GROWTH ETF


  • Ticker EFG
  • Sector ETFs
  • Industry ETFs
More about EFG
Track This Portfolio

Track Wealthcare Advisory Partners LLC Portfolio

Follow Wealthcare Advisory Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthcare Advisory Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Advisory Partners LLC with notifications on news.