Berger Financial Group, Inc Msci Eafe Growth ETF Transaction History

Berger Financial Group, Inc

$1.36 Billion
Q3 2025

A detailed history of Berger Financial Group, Inc transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Berger Financial Group, Inc holds 36,397 shares of EFG stock, worth $4.18 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

36,397

Previous 32,012 13.7%

Holding current value

$4.18 Million

Previous $3.59 Million 15.59%

% of portfolio

0.3%

Previous 0.28%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$106.99 - $114.46 $469,151 - $501,907	4,385 Added 13.7%	36,397 $4.14 Million
Q2 2025 Jul 22, 2025	BUY	$89.8 - $112.0 $352,644 - $439,824	3,927 Added 13.98%	32,012 $3.59 Million
Q1 2025 May 12, 2025	BUY	$96.1 - $106.37 $286,858 - $317,514	2,985 Added 11.89%	28,085 $2.81 Million
Q4 2024 Feb 14, 2025	BUY	$96.83 - $106.88 $48,415 - $53,440	500 Added 2.03%	25,100 $2.43 Million
Q3 2024 Nov 12, 2024	SELL	$96.84 - $108.77 $24,403 - $27,410	-252 Reduced 1.01%	24,600 $2.65 Million

Q2 2024 Aug 14, 2024	BUY	$97.17 - $106.25 $151,682 - $165,856	1,561 Added 6.7%	24,852 $2.54 Million
Q1 2024 Apr 16, 2024	SELL	$93.77 - $104.85 $168,035 - $187,891	-1,792 Reduced 7.14%	23,291 $2.42 Million
Q4 2023 Feb 07, 2024	BUY	$82.53 - $96.98 $222,748 - $261,749	2,699 Added 12.06%	25,083 $2.43 Million
Q3 2023 Nov 03, 2023	SELL	$85.55 - $97.39 $20,532 - $23,373	-240 Reduced 1.06%	22,384 $1.93 Million
Q2 2023 Aug 10, 2023	BUY	$93.15 - $96.95 $126,777 - $131,948	1,361 Added 6.4%	22,624 $2.16 Million
Q1 2023 Apr 24, 2023	BUY	$84.36 - $93.68 $126,877 - $140,894	1,504 Added 7.61%	21,263 $1.99 Million
Q4 2022 Jan 30, 2023	BUY	$72.2 - $88.14 $5,920 - $7,227	82 Added 0.42%	19,759 $1.66 Million
Q3 2022 Oct 27, 2022	BUY	$71.9 - $88.11 $77,364 - $94,806	1,076 Added 5.78%	19,677 $1.43 Million
Q2 2022 Aug 08, 2022	BUY	$77.95 - $97.78 $1.22 Million - $1.53 Million	15,618 Added 523.57%	18,601 $1.5 Million
Q1 2022 May 10, 2022	BUY	$87.3 - $110.53 $260,415 - $329,710	2,983 New	2,983 $287,000
Q1 2021 May 12, 2021	SELL	$97.17 - $105.39 $6.17 Million - $6.69 Million	-63,510 Closed	0 $0
Q4 2020 Feb 02, 2021	BUY	$86.3 - $101.51 $5.48 Million - $6.45 Million	63,510 New	63,510 $6.41 Million

Others Institutions Holding EFG

# of Institutions

1,113

Shares Held

80.1M

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 Berger Financial Group, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Berger Financial Group, Inc with notifications on news.

Account

Berger Financial Group, Inc Msci Eafe Growth ETF Transaction History