Fermata Advisors, LLC Msci Eafe Growth ETF Transaction History

Fermata Advisors, LLC

  • $495 Million
  • Q1 2025

A detailed history of Fermata Advisors, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Fermata Advisors, LLC holds 4,000 shares of EFG stock, worth $403,360. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,000
Previous 4,261 6.13%
Holding current value
$403,360
Previous $412,000 2.18%
% of portfolio
0.08%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
SELL
$96.1 - $106.37 $25,082 - $27,762
-261 Reduced 6.13%
4,000 $403,000
Q4 2024

Jan 14, 2025
BUY
$96.83 - $106.88 $290 - $320
3 Added 0.07%
4,261 $412,000
Q3 2024

Oct 09, 2024
BUY
$96.84 - $108.77 $19,561 - $21,971
202 Added 4.98%
4,258 $458,000
Q2 2024

Jul 12, 2024
SELL
$97.17 - $106.25 $14,575 - $15,937
-150 Reduced 3.57%
4,056 $414,000
Q1 2024

Apr 12, 2024
BUY
$93.77 - $104.85 $127,620 - $142,700
1,361 Added 47.84%
4,206 $436,000
Q4 2023

Jan 19, 2024
BUY
$82.53 - $96.98 $234,797 - $275,908
2,845 New
2,845 $275,000

Others Institutions Holding EFG

# of Institutions
1,074
Shares Held
156M
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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