Bms Financial Advisors, LLC Msci Eafe Growth ETF Transaction History

Bms Financial Advisors, LLC

$148 Million
Q2 2023

A detailed history of Bms Financial Advisors, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 22,594 shares of EFG stock, worth $2.19 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares

22,594

Previous 42,994 47.45%

Holding current value

$2.19 Million

Previous $4.03 Million 46.49%

% of portfolio

1.46%

Previous 2.82%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 31, 2023	SELL	$93.15 - $96.95 $1.9 Million - $1.98 Million	-20,400 Reduced 47.45%	22,594 $2.16 Million
Q1 2023 Apr 10, 2023	SELL	$84.36 - $93.68 $1.26 Million - $1.4 Million	-14,926 Reduced 25.77%	42,994 $4.03 Million
Q4 2022 Jan 19, 2023	BUY	$72.2 - $88.14 $1.49 Million - $1.82 Million	20,602 Added 55.21%	57,920 $0
Q3 2022 Oct 17, 2022	SELL	$71.9 - $88.11 $1.56 Million - $1.91 Million	-21,682 Reduced 36.75%	37,318 $2.71 Million
Q2 2022 Jul 11, 2022	BUY	$77.95 - $97.78 $2 Million - $2.5 Million	25,607 Added 76.68%	59,000 $6.51 Million
Q1 2022 May 11, 2022	SELL	$87.3 - $110.53 $2.24 Million - $2.84 Million	-25,715 Reduced 43.51%	33,393 $3.22 Million
Q4 2021 May 11, 2022	BUY	$105.06 - $113.44 $6.21 Million - $6.71 Million	59,108 New	59,108 $6.52 Million

Others Institutions Holding EFG

# of Institutions

985

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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Bms Financial Advisors, LLC Msci Eafe Growth ETF Transaction History