A detailed history of West Wealth Group, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, West Wealth Group, LLC holds 164,112 shares of EFG stock, worth $17.5 Million. This represents 5.99% of its overall portfolio holdings.

Number of Shares
164,112
Previous 117,173 40.06%
Holding current value
$17.5 Million
Previous $12.2 Million 38.05%
% of portfolio
5.99%
Previous 4.54%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024

BUY
$97.17 - $106.25 $4.56 Million - $4.99 Million
46,939 Added 40.06%
164,112 $16.8 Million
Q1 2024

May 08, 2024

BUY
$93.77 - $104.85 $581,561 - $650,279
6,202 Added 5.59%
117,173 $12.2 Million
Q4 2023

Jan 18, 2024

SELL
$82.53 - $96.98 $5.84 Million - $6.86 Million
-70,751 Reduced 38.93%
110,971 $10.7 Million
Q3 2023

Oct 06, 2023

SELL
$85.55 - $97.39 $2.13 Million - $2.42 Million
-24,877 Reduced 12.04%
181,722 $15.7 Million
Q2 2023

Jul 26, 2023

BUY
$93.15 - $96.95 $634,537 - $660,423
6,812 Added 3.41%
206,599 $19.7 Million
Q1 2023

Apr 06, 2023

BUY
$84.36 - $93.68 $4.19 Million - $4.65 Million
49,665 Added 33.08%
199,787 $18.7 Million
Q4 2022

Jan 23, 2023

SELL
$72.2 - $88.14 $1.21 Million - $1.48 Million
-16,754 Reduced 10.04%
150,122 $0
Q3 2022

Oct 21, 2022

BUY
$71.9 - $88.11 $3.53 Million - $4.32 Million
49,064 Added 41.65%
166,876 $12.1 Million
Q2 2022

Jul 27, 2022

BUY
$77.95 - $97.78 $173,516 - $217,658
2,226 Added 1.93%
117,812 $9.48 Million
Q1 2022

May 05, 2022

SELL
$87.3 - $110.53 $5.45 Million - $6.89 Million
-62,378 Reduced 35.05%
115,586 $11.1 Million
Q4 2021

May 05, 2022

BUY
$105.06 - $113.44 $18.7 Million - $20.2 Million
177,964 New
177,964 $19.6 Million

Others Institutions Holding EFG

About MSCI EAFE GROWTH ETF


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

Track West Wealth Group, LLC Portfolio

Follow West Wealth Group, 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 West Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Wealth Group, LLC with notifications on news.