Bdo Wealth Advisors, LLC Msci Eafe Growth ETF Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 7,639 shares of EFG stock, worth $770,316. This represents 0.08% of its overall portfolio holdings.

Number of Shares

7,639

Previous 7,734 1.23%

Holding current value

$770,316

Previous $724,000 0.55%

% of portfolio

0.08%

Previous 0.09%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 01, 2023	SELL	$93.15 - $96.95 $8,849 - $9,210	-95 Reduced 1.23%	7,639 $728,000
Q1 2023 May 09, 2023	BUY	$84.36 - $93.68 $242,450 - $269,236	2,874 Added 59.14%	7,734 $724,000
Q4 2022 Jan 27, 2023	BUY	$72.2 - $88.14 $153,786 - $187,738	2,130 Added 78.02%	4,860 $0
Q3 2022 Nov 02, 2022	BUY	$71.9 - $88.11 $97,424 - $119,389	1,355 Added 98.55%	2,730 $198,000
Q2 2022 Aug 25, 2022	SELL	$77.95 - $97.78 $389 - $488	-5 Reduced 0.36%	1,375 $111,000
Q1 2022 May 06, 2022	SELL	$87.3 - $110.53 $24,444 - $30,948	-280 Reduced 16.87%	1,380 $133,000
Q4 2021 Feb 11, 2022	BUY	$105.06 - $113.44 $840 - $907	8 Added 0.48%	1,660 $183,000
Q3 2021 Nov 09, 2021	BUY	$105.79 - $113.94 $29,832 - $32,131	282 Added 20.58%	1,652 $176,000
Q2 2021 Sep 03, 2021	SELL	$102.07 - $109.39 $111,358 - $119,344	-1,091 Reduced 44.33%	1,370 $147,000
Q1 2021 May 14, 2021	SELL	$97.17 - $105.39 $21,863 - $23,712	-225 Reduced 8.38%	2,461 $247,000
Q4 2020 Feb 12, 2021	SELL	$86.3 - $101.51 $54,282 - $63,849	-629 Reduced 18.97%	2,686 $271,000
Q2 2020 Aug 14, 2020	BUY	$68.27 - $84.77 $1,365 - $1,695	20 Added 0.61%	3,315 $276,000
Q1 2020 May 15, 2020	SELL	$62.16 - $88.65 $30,707 - $43,793	-494 Reduced 13.04%	3,295 $234,000
Q4 2019 Feb 14, 2020	BUY	$78.11 - $86.74 $702 - $780	9 Added 0.24%	3,789 $328,000
Q2 2019 Aug 09, 2019	SELL	$76.79 - $80.92 $2,457 - $2,589	-32 Reduced 0.84%	3,780 $305,000
Q1 2019 May 15, 2019	SELL	$68.09 - $77.86 $8,511 - $9,732	-125 Reduced 3.18%	3,812 $295,000
Q4 2018 Feb 14, 2019	SELL	$66.77 - $80.32 $71,310 - $85,781	-1,068 Reduced 21.34%	3,937 $272,000
Q3 2018 Nov 07, 2018	SELL	$77.44 - $81.34 $23,541 - $24,727	-304 Reduced 5.73%	5,005 $401,000
Q2 2018 Aug 27, 2018	SELL	$78.08 - $82.76 $41,148 - $43,614	-527 Reduced 9.03%	5,309 $418,000
Q1 2018 May 23, 2018	BUY	$77.76 - $85.74 $453,807 - $500,378	5,836 New	5,836 $469,000

Others Institutions Holding EFG

# of Institutions

1,075

Shares Held

157M

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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Bdo Wealth Advisors, LLC Msci Eafe Growth ETF Transaction History