Cerro Pacific Wealth Advisors LLC Msci Eafe Growth ETF Transaction History

Cerro Pacific Wealth Advisors LLC

$359 Million
Q3 2025

A detailed history of Cerro Pacific Wealth Advisors LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Cerro Pacific Wealth Advisors LLC holds 75,288 shares of EFG stock, worth $8.64 Million. This represents 2.39% of its overall portfolio holdings.

Number of Shares

75,288

Previous 66,611 13.03%

Holding current value

$8.64 Million

Previous $7.46 Million 14.92%

% of portfolio

2.39%

Previous 2.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$106.99 - $114.46 $928,352 - $993,169	8,677 Added 13.03%	75,288 $8.57 Million
Q2 2025 Jul 25, 2025	BUY	$89.8 - $112.0 $2.49 Million - $3.11 Million	27,747 Added 71.4%	66,611 $7.46 Million
Q1 2025 Apr 08, 2025	SELL	$96.1 - $106.37 $738,912 - $817,878	-7,689 Reduced 16.52%	38,864 $3.92 Million
Q4 2024 Jan 17, 2025	BUY	$96.83 - $106.88 $1.88 Million - $2.08 Million	19,423 Added 71.59%	46,553 $4.51 Million
Q3 2024 Oct 09, 2024	BUY	$96.84 - $108.77 $73,501 - $82,556	759 Added 2.88%	27,130 $2.92 Million

Q2 2024 Aug 09, 2024	BUY	$97.17 - $106.25 $2.56 Million - $2.8 Million	26,371 New	26,371 $2.7 Million
Q4 2022 Jan 18, 2023	BUY	$72.2 - $88.14 $3.63 Million - $4.44 Million	50,318 New	50,318 $0

Others Institutions Holding EFG

# of Institutions

1,120

Shares Held

81.3M

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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Cerro Pacific Wealth Advisors LLC Msci Eafe Growth ETF Transaction History