Org Wealth Partners, LLC Msci Eafe Growth ETF Transaction History

Org Wealth Partners, LLC

  • $269 Million
  • Q3 2025

A detailed history of Org Wealth Partners, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Org Wealth Partners, LLC holds 2,749 shares of EFG stock, worth $315,420. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,749
Previous 2,356 16.68%
Holding current value
$315,420
Previous $263,000 19.01%
% of portfolio
0.12%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
$106.99 - $114.46 $42,047 - $44,982
393 Added 16.68%
2,749 $313,000
Q2 2025

Jul 16, 2025
SELL
$89.8 - $112.0 $1,975 - $2,464
-22 Reduced 0.93%
2,356 $263,000
Q1 2025

Apr 21, 2025
BUY
$96.1 - $106.37 $16,817 - $18,614
175 Added 7.94%
2,378 $237,000
Q4 2024

Jan 10, 2025
BUY
$96.83 - $106.88 $52,288 - $57,715
540 Added 32.47%
2,203 $213,000
Q3 2024

Oct 11, 2024
BUY
$96.84 - $108.77 $161,044 - $180,884
1,663 New
1,663 $179 Million

Others Institutions Holding EFG

# of Institutions
1,120
Shares Held
80.1M
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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