Cornerstone Wealth Advisors, Inc. Msci Eafe Growth ETF Transaction History

Cornerstone Wealth Advisors, Inc.

$360 Million
Q3 2024

A detailed history of Cornerstone Wealth Advisors, Inc. transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Cornerstone Wealth Advisors, Inc. holds 7,275 shares of EFG stock, worth $713,532. This represents 0.22% of its overall portfolio holdings.

Number of Shares

7,275

Previous 7,330 0.75%

Holding current value

$713,532

Previous $749,000 4.54%

% of portfolio

0.22%

Previous 0.22%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$96.84 - $108.77 $5,326 - $5,982	-55 Reduced 0.75%	7,275 $783,000
Q2 2024 Jul 12, 2024	BUY	$97.17 - $106.25 $14,089 - $15,406	145 Added 2.02%	7,330 $749,000
Q1 2024 Apr 11, 2024	BUY	$93.77 - $104.85 $21,848 - $24,430	233 Added 3.35%	7,185 $745,000
Q4 2023 Jan 19, 2024	SELL	$82.53 - $96.98 $29,545 - $34,718	-358 Reduced 4.9%	6,952 $673,000
Q3 2023 Oct 23, 2023	SELL	$85.55 - $97.39 $4,277 - $4,869	-50 Reduced 0.68%	7,310 $630,000
Q2 2023 Jul 20, 2023	BUY	$93.15 - $96.95 $9,315 - $9,695	100 Added 1.38%	7,360 $702,000
Q1 2023 May 11, 2023	SELL	$84.36 - $93.68 $3,374 - $3,747	-40 Reduced 0.55%	7,260 $680,000
Q4 2022 Jan 23, 2023	BUY	$72.2 - $88.14 $209,380 - $255,606	2,900 Added 65.91%	7,300 $0
Q3 2022 Oct 18, 2022	BUY	$71.9 - $88.11 $316,360 - $387,684	4,400 New	4,400 $319,000

Others Institutions Holding EFG

# of Institutions

983

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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Cornerstone Wealth Advisors, Inc. Msci Eafe Growth ETF Transaction History