Family Wealth Group, LLC Msci Eafe Growth ETF Transaction History

Family Wealth Group, LLC

  • $105 Million
  • Q3 2025

A detailed history of Family Wealth Group, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Family Wealth Group, LLC holds 14,093 shares of EFG stock, worth $1.62 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares
14,093
Previous 15,623 9.79%
Holding current value
$1.62 Million
Previous $1.75 Million 8.29%
% of portfolio
1.53%
Previous 1.81%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
SELL
$106.99 - $114.46 $163,694 - $175,123
-1,530 Reduced 9.79%
14,093 $1.6 Million
Q2 2025

Aug 04, 2025
SELL
$89.8 - $112.0 $10,865 - $13,552
-121 Reduced 0.77%
15,623 $1.75 Million
Q1 2025

May 14, 2025
SELL
$96.1 - $106.37 $387,571 - $428,990
-4,033 Reduced 20.39%
15,744 $1.57 Million
Q4 2024

May 14, 2025
BUY
$96.83 - $106.88 $290,780 - $320,960
3,003 Added 17.9%
19,777 $1.92 Million
Q3 2024

Apr 01, 2025
BUY
$96.84 - $108.77 $21,401 - $24,038
221 Added 1.34%
16,774 $1.81 Million
Q3 2024

Nov 14, 2024
SELL
$96.84 - $108.77 $44,062 - $49,490
-455 Reduced 2.69%
16,455 $1.77 Million
Q2 2024

Apr 01, 2025
BUY
$97.17 - $106.25 $232,819 - $254,575
2,396 Added 16.92%
16,553 $1.69 Million
Q2 2024

Aug 14, 2024
BUY
$97.17 - $106.25 $287,526 - $314,393
2,959 Added 21.21%
16,910 $1.73 Million
Q1 2024

Apr 01, 2025
SELL
$93.77 - $104.85 $46,322 - $51,795
-494 Reduced 3.37%
14,157 $1.47 Billion
Q1 2024

Aug 14, 2024
SELL
$93.77 - $104.85 $98,083 - $109,673
-1,046 Reduced 6.97%
13,951 $1.45 Million
Q4 2023

Apr 01, 2025
SELL
$82.53 - $96.98 $148,884 - $174,951
-1,804 Reduced 10.96%
14,651 $1.42 Billion
Q4 2023

Feb 14, 2024
BUY
$82.53 - $96.98 $1.24 Million - $1.45 Million
14,997 New
14,997 $1.45 Million

Others Institutions Holding EFG

# of Institutions
1,120
Shares Held
81.3M
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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