Beverly Hills Private Wealth, LLC Msci Eafe Growth ETF Transaction History

Beverly Hills Private Wealth, LLC

$495 Billion
Q4 2024

A detailed history of Beverly Hills Private Wealth, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 3,438 shares of EFG stock, worth $360,302. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,438

Previous 3,894 11.71%

Holding current value

$360,302

Previous $419 Million 20.58%

% of portfolio

0.07%

Previous 0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$96.83 - $106.88 $44,154 - $48,737	-456 Reduced 11.71%	3,438 $333 Million
Q3 2024 Nov 12, 2024	SELL	$96.84 - $108.77 $156,299 - $175,554	-1,614 Reduced 29.3%	3,894 $419 Million
Q2 2024 Aug 07, 2024	BUY	$97.17 - $106.25 $171,019 - $187,000	1,760 Added 46.96%	5,508 $563 Million
Q1 2024 May 08, 2024	SELL	$93.77 - $104.85 $70,608 - $78,952	-753 Reduced 16.73%	3,748 $389 Million
Q4 2023 Jan 29, 2024	SELL	$82.53 - $96.98 $291,083 - $342,048	-3,527 Reduced 43.93%	4,501 $436 Million
Q3 2023 Nov 08, 2023	SELL	$85.55 - $97.39 $802,116 - $913,128	-9,376 Reduced 53.87%	8,028 $693 Million
Q2 2023 Aug 09, 2023	BUY	$93.15 - $96.95 $705,518 - $734,299	7,574 Added 77.05%	17,404 $1.62 Billion
Q1 2023 May 03, 2023	BUY	$84.36 - $93.68 $515,777 - $572,759	6,114 Added 164.53%	9,830 $921 Million
Q4 2022 Feb 13, 2023	BUY	$72.2 - $88.14 $268,295 - $327,528	3,716 New	3,716 $311 Million

Others Institutions Holding EFG

# of Institutions

1,073

Shares Held

157M

Call Options Held

100

Put Options Held

View Full List

About MSCI EAFE GROWTH ETF

Ticker EFG
Sector ETFs
Industry ETFs

More about EFG

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Beverly Hills Private Wealth, LLC Msci Eafe Growth ETF Transaction History