Ever Source Wealth Advisors, LLC Msci Eafe Growth ETF Transaction History

Ever Source Wealth Advisors, LLC

  • $1.65 Billion
  • Q4 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 9,397 shares of EFG stock, worth $966,669. This represents 0.06% of its overall portfolio holdings.

Number of Shares
9,397
Previous 6,898 36.23%
Holding current value
$966,669
Previous $742,000 22.51%
% of portfolio
0.06%
Previous 0.05%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$96.83 - $106.88 $241,978 - $267,093
2,499 Added 36.23%
9,397 $909,000
Q3 2024

Nov 08, 2024
SELL
$96.84 - $108.77 $275,025 - $308,906
-2,840 Reduced 29.16%
6,898 $742,000
Q2 2024

Aug 13, 2024
BUY
$97.17 - $106.25 $412,486 - $451,031
4,245 Added 77.28%
9,738 $996,000
Q1 2024

Jun 11, 2024
BUY
$93.77 - $104.85 $16,784 - $18,768
179 Added 3.37%
5,493 $570,000
Q4 2023

Feb 09, 2024
SELL
$82.53 - $96.98 $151,360 - $177,861
-1,834 Reduced 25.66%
5,314 $514,000
Q3 2023

Nov 03, 2023
SELL
$85.55 - $97.39 $238,256 - $271,231
-2,785 Reduced 28.04%
7,148 $616,000
Q2 2023

Aug 04, 2023
BUY
$93.15 - $96.95 $186 - $193
2 Added 0.02%
9,933 $947,000
Q1 2023

May 11, 2023
BUY
$84.36 - $93.68 $305,130 - $338,840
3,617 Added 57.29%
9,931 $930,000
Q4 2022

Feb 09, 2023
SELL
$72.2 - $88.14 $3,682 - $4,495
-51 Reduced 0.8%
6,314 $528,000
Q3 2022

Nov 07, 2022
BUY
$71.9 - $88.11 $60,252 - $73,836
838 Added 15.16%
6,365 $462,000
Q2 2022

Aug 01, 2022
BUY
$77.95 - $97.78 $14,031 - $17,600
180 Added 3.37%
5,527 $445,000
Q1 2022

May 25, 2022
SELL
$87.3 - $110.53 $125,973 - $159,494
-1,443 Reduced 21.25%
5,347 $515,000
Q4 2021

Feb 17, 2022
BUY
$105.06 - $113.44 $16,389 - $17,696
156 Added 2.35%
6,790 $749,000
Q4 2021

Feb 07, 2022
BUY
$105.06 - $113.44 $696,968 - $752,560
6,634 New
6,634 $732,000

Others Institutions Holding EFG

# of Institutions
1,067
Shares Held
157M
Call Options Held
100
Put Options Held
0
View Full List

About MSCI EAFE GROWTH ETF

EFG Quotes by TradingView
  • Ticker EFG
  • Sector ETFs
  • Industry ETFs
More about EFG
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