Beverly Hills Private Wealth, LLC Msci Eafe Growth ETF Transaction History

Beverly Hills Private Wealth, LLC

$460 Billion
Q2 2024

A detailed history of Beverly Hills Private Wealth, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 5,508 shares of EFG stock, worth $566,828. This represents 0.12% of its overall portfolio holdings.

Number of Shares

5,508

Previous 3,748 46.96%

Holding current value

$566,828

Previous $389 Million 44.85%

% of portfolio

0.12%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 07, 2024	BUY	$97.17 - $106.25 $171,019 - $187,000	1,760 Added 46.96%	5,508 $563 Million
Q1 2024 May 08, 2024	SELL	$93.77 - $104.85 $70,608 - $78,952	-753 Reduced 16.73%	3,748 $389 Million
Q4 2023 Jan 29, 2024	SELL	$82.53 - $96.98 $291,083 - $342,048	-3,527 Reduced 43.93%	4,501 $436 Million
Q3 2023 Nov 08, 2023	SELL	$85.55 - $97.39 $802,116 - $913,128	-9,376 Reduced 53.87%	8,028 $693 Million
Q2 2023 Aug 09, 2023	BUY	$93.15 - $96.95 $705,518 - $734,299	7,574 Added 77.05%	17,404 $1.62 Billion
Q1 2023 May 03, 2023	BUY	$84.36 - $93.68 $515,777 - $572,759	6,114 Added 164.53%	9,830 $921 Million
Q4 2022 Feb 13, 2023	BUY	$72.2 - $88.14 $268,295 - $327,528	3,716 New	3,716 $311 Million

Others Institutions Holding EFG

# of Institutions

951

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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Beverly Hills Private Wealth, LLC Msci Eafe Growth ETF Transaction History