Milestone Investment Advisors LLC Msci Eafe Growth ETF Transaction History

Milestone Investment Advisors LLC

  • $351 Million
  • Q3 2024

A detailed history of Milestone Investment Advisors LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 12,170 shares of EFG stock, worth $1.24 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
12,170
Previous 12,170 -0.0%
Holding current value
$1.24 Million
Previous $1.24 Million 5.31%
% of portfolio
0.37%
Previous 0.34%

Shares

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

Aug 13, 2024
BUY
$97.17 - $106.25 $44,892 - $49,087
462 Added 3.95%
12,170 $1.24 Million
Q3 2023

Nov 08, 2023
BUY
$85.55 - $97.39 $29,258 - $33,307
342 Added 3.01%
11,708 $1.01 Million
Q2 2023

Aug 02, 2023
SELL
$93.15 - $96.95 $2,421 - $2,520
-26 Reduced 0.23%
11,366 $1.08 Million
Q1 2023

May 16, 2023
BUY
$84.36 - $93.68 $85,456 - $94,897
1,013 Added 9.76%
11,392 $1.07 Million
Q4 2022

Mar 15, 2023
BUY
$72.2 - $88.14 $749,363 - $914,805
10,379 New
10,379 $869 Million

Others Institutions Holding EFG

# of Institutions
955
Shares Held
137M
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
Track This Portfolio

Track Milestone Investment Advisors LLC Portfolio

Follow Milestone Investment Advisors 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 Milestone Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email