Alterna Wealth Management, Inc Msci Eafe Growth ETF Transaction History

Alterna Wealth Management, Inc

  • $116 Million
  • Q3 2025

A detailed history of Alterna Wealth Management, Inc transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Alterna Wealth Management, Inc holds 1,996 shares of EFG stock, worth $229,021. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,996
Previous 4,864 58.96%
Holding current value
$229,021
Previous $544,000 58.27%
% of portfolio
0.2%
Previous 0.45%

Shares

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

Oct 17, 2025
SELL
$106.99 - $114.46 $306,847 - $328,271
-2,868 Reduced 58.96%
1,996 $227,000
Q2 2025

Aug 11, 2025
SELL
$89.8 - $112.0 $41,667 - $51,968
-464 Reduced 8.71%
4,864 $544,000
Q1 2025

Apr 28, 2025
SELL
$96.1 - $106.37 $253,511 - $280,604
-2,638 Reduced 33.12%
5,328 $532,000
Q4 2024

Jan 24, 2025
BUY
$96.83 - $106.88 $159,479 - $176,031
1,647 Added 26.06%
7,966 $771,000
Q3 2024

Oct 30, 2024
SELL
$96.84 - $108.77 $147,293 - $165,439
-1,521 Reduced 19.4%
6,319 $680,000
Q2 2024

Jul 12, 2024
BUY
$97.17 - $106.25 $270,909 - $296,225
2,788 Added 55.19%
7,840 $802,000
Q1 2024

May 03, 2024
SELL
$93.77 - $104.85 $126,589 - $141,547
-1,350 Reduced 21.09%
5,052 $524,000
Q4 2023

Feb 06, 2024
SELL
$82.53 - $96.98 $98,953 - $116,279
-1,199 Reduced 15.77%
6,402 $620,000
Q3 2023

Nov 13, 2023
SELL
$85.55 - $97.39 $165,967 - $188,936
-1,940 Reduced 20.33%
7,601 $655,000
Q2 2023

Aug 10, 2023
BUY
$93.15 - $96.95 $180,990 - $188,373
1,943 Added 25.57%
9,541 $910,000
Q1 2023

May 26, 2023
BUY
$84.36 - $93.68 $129,998 - $144,360
1,541 Added 25.44%
7,598 $711,000
Q4 2022

Feb 13, 2023
BUY
$72.2 - $88.14 $49,745 - $60,728
689 Added 12.84%
6,057 $507,000
Q3 2022

Nov 09, 2022
BUY
$71.9 - $88.11 $103,895 - $127,318
1,445 Added 36.83%
5,368 $390,000
Q2 2022

Aug 12, 2022
SELL
$77.95 - $97.78 $6,236 - $7,822
-80 Reduced 2.0%
3,923 $316,000
Q1 2022

May 12, 2022
SELL
$87.3 - $110.53 $161,505 - $204,480
-1,850 Reduced 31.61%
4,003 $385,000
Q4 2021

Feb 10, 2022
BUY
$105.06 - $113.44 $373,698 - $403,506
3,557 Added 154.92%
5,853 $646,000
Q4 2020

Feb 11, 2021
BUY
$86.3 - $101.51 $2,502 - $2,943
29 Added 1.28%
2,296 $232,000
Q3 2020

Oct 19, 2020
BUY
$83.58 - $91.81 $189,475 - $208,133
2,267 New
2,267 $204,000

Others Institutions Holding EFG

# of Institutions
1,112
Shares Held
80.2M
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 Alterna Wealth Management, Inc Portfolio

Follow Alterna Wealth Management, Inc 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 Alterna Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Alterna Wealth Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email