Bartlett & Co. Wealth Management LLC Msci Eafe Growth ETF Transaction History

Bartlett & Co. Wealth Management LLC

$6.97 Trillion
Q3 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 72 shares of EFG stock, worth $7,061. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 72 -0.0%

Holding current value

$7,061

Previous $7.37 Million 5.23%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Feb 14, 2024	SELL	$77.95 - $97.78 $1,169 - $1,466	-15 Reduced 17.24%	72 $5.8 Million
Q1 2022 Feb 14, 2024	BUY	$87.3 - $110.53 $1,309 - $1,657	15 Added 20.83%	87 $8.38 Million
Q3 2021 Feb 13, 2024	SELL	$105.79 - $113.94 $54,587 - $58,793	-516 Reduced 87.76%	72 $7.67 Million
Q2 2021 Feb 13, 2024	SELL	$102.07 - $109.39 $25,517 - $27,347	-250 Reduced 29.83%	588 $63.1 Million
Q4 2020 Feb 13, 2024	BUY	$86.3 - $101.51 $66,105 - $77,756	766 Added 1063.89%	838 $84.6 Million
Q3 2020 Feb 13, 2024	SELL	$83.58 - $91.81 $83,830 - $92,085	-1,003 Reduced 93.3%	72 $6.47 Million
Q1 2020 Feb 13, 2024	BUY	$62.16 - $88.65 $4,475 - $6,382	72 Added 7.18%	1,075 $76.4 Million
Q1 2018 Feb 13, 2024	BUY	$77.76 - $85.74 $77,993 - $85,997	1,003 New	1,003 $80.6 Million

Others Institutions Holding EFG

# of Institutions

983

Shares Held

137M

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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Bartlett & Co. Wealth Management LLC Msci Eafe Growth ETF Transaction History