Concurrent Investment Advisors, LLC Msci Eafe Growth ETF Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 9,876 shares of EFG stock, worth $1.13 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,876

Previous 16,295 39.39%

Holding current value

$1.13 Million

Previous $1.82 Billion 38.37%

% of portfolio

0.02%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$106.99 - $114.46 $686,768 - $734,718	-6,419 Reduced 39.39%	9,876 $1.12 Billion
Q2 2025 Jul 25, 2025	BUY	$89.8 - $112.0 $220,997 - $275,632	2,461 Added 17.79%	16,295 $1.82 Billion
Q1 2025 Apr 29, 2025	SELL	$96.1 - $106.37 $439,945 - $486,961	-4,578 Reduced 24.86%	13,834 $1.38 Billion
Q4 2024 Feb 03, 2025	SELL	$96.83 - $106.88 $179,619 - $198,262	-1,855 Reduced 9.15%	18,412 $1.78 Billion
Q3 2024 Oct 30, 2024	BUY	$96.84 - $108.77 $71,661 - $80,489	740 Added 3.79%	20,267 $2.18 Billion

Q2 2024 Jul 30, 2024	BUY	$97.17 - $106.25 $718,960 - $786,143	7,399 Added 61.01%	19,527 $2 Billion
Q1 2024 May 07, 2024	BUY	$93.77 - $104.85 $313,754 - $350,828	3,346 Added 38.1%	12,128 $1.26 Billion
Q4 2023 Apr 15, 2024	BUY	$82.53 - $96.98 $724,778 - $851,678	8,782 New	8,782 $851 Million

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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Concurrent Investment Advisors, LLC Msci Eafe Growth ETF Transaction History