Arcadia Wealth Management, LLC Msci Eafe Growth ETF Transaction History

Arcadia Wealth Management, LLC

$198 Billion
Q4 2024

A detailed history of Arcadia Wealth Management, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Arcadia Wealth Management, LLC holds 12,159 shares of EFG stock, worth $1.25 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

12,159

Previous 12,077 0.68%

Holding current value

$1.25 Million

Previous $1.3 Billion 9.36%

% of portfolio

0.6%

Previous 0.68%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$96.83 - $106.88 $7,940 - $8,764	82 Added 0.68%	12,159 $1.18 Billion
Q3 2024 Nov 07, 2024	BUY	$96.84 - $108.77 $94,031 - $105,615	971 Added 8.74%	12,077 $1.3 Billion
Q2 2024 Jul 26, 2024	BUY	$97.17 - $106.25 $23,223 - $25,393	239 Added 2.2%	11,106 $1.14 Billion
Q1 2024 May 08, 2024	SELL	$93.77 - $104.85 $3,657 - $4,089	-39 Reduced 0.36%	10,867 $1.13 Billion
Q4 2023 Jan 23, 2024	SELL	$82.53 - $96.98 $115,954 - $136,256	-1,405 Reduced 11.41%	10,906 $1.06 Billion
Q3 2023 Nov 14, 2023	SELL	$85.55 - $97.39 $12,490 - $14,218	-146 Reduced 1.17%	12,311 $1.06 Billion
Q2 2023 Aug 14, 2023	SELL	$93.15 - $96.95 $5.36 Million - $5.58 Million	-57,580 Reduced 82.21%	12,457 $1.19 Billion
Q1 2023 Apr 20, 2023	BUY	$84.36 - $93.68 $264,552 - $293,780	3,136 Added 4.69%	70,037 $6.56 Billion
Q4 2022 Feb 07, 2023	BUY	$72.2 - $88.14 $4.83 Million - $5.9 Million	66,901 New	66,901 $5.6 Billion

Others Institutions Holding EFG

# of Institutions

999

Shares Held

139M

Call Options Held

100

Put Options Held

View Full List

About MSCI EAFE GROWTH ETF

Ticker EFG
Sector ETFs
Industry ETFs

More about EFG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Arcadia Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arcadia Wealth Management, LLC with notifications on news.

Account

Arcadia Wealth Management, LLC Msci Eafe Growth ETF Transaction History