Icon Wealth Advisors, LLC Msci Eafe Growth ETF Transaction History

Icon Wealth Advisors, LLC

  • $1.19 Billion
  • Q4 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 333,090 shares of EFG stock, worth $34.7 Million. This represents 2.71% of its overall portfolio holdings.

Number of Shares
333,090
Previous 290,236 14.77%
Holding current value
$34.7 Million
Previous $31.2 Million 3.23%
% of portfolio
2.71%
Previous 2.65%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$96.83 - $106.88 $4.15 Million - $4.58 Million
42,854 Added 14.77%
333,090 $32.3 Million
Q3 2024

Nov 14, 2024
BUY
$96.84 - $108.77 $28 Million - $31.5 Million
289,344 Added 32437.67%
290,236 $31.2 Million
Q3 2024

Nov 12, 2024
SELL
$96.84 - $108.77 $27.5 Million - $30.9 Million
-283,854 Reduced 99.69%
892 $96,000
Q2 2024

Aug 14, 2024
BUY
$97.17 - $106.25 $6.65 Million - $7.27 Million
68,429 Added 31.63%
284,746 $29.1 Million
Q1 2024

May 15, 2024
BUY
$93.77 - $104.85 $1.23 Million - $1.37 Million
13,099 Added 6.45%
216,317 $22.5 Million
Q4 2023

Feb 14, 2024
BUY
$82.53 - $96.98 $291,991 - $343,115
3,538 Added 1.77%
203,218 $19.7 Million
Q4 2022

Feb 14, 2023
SELL
$72.2 - $88.14 $1.91 Million - $2.34 Million
-26,497 Reduced 11.72%
199,680 $16.7 Million
Q3 2022

Jan 25, 2023
BUY
$71.9 - $88.11 $16.3 Million - $19.9 Million
226,177 New
226,177 $16.4 Million

Others Institutions Holding EFG

# of Institutions
1,064
Shares Held
157M
Call Options Held
100
Put Options Held
0
View Full List

About MSCI EAFE GROWTH ETF

EFG Quotes by TradingView
  • Ticker EFG
  • Sector ETFs
  • Industry ETFs
More about EFG
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