Global Retirement Partners, LLC Msci Eafe Growth ETF Transaction History

Global Retirement Partners, LLC

$3.4 Billion
Q4 2024

A detailed history of Global Retirement Partners, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Global Retirement Partners, LLC holds 34,597 shares of EFG stock, worth $3.56 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

34,597

Previous 25,353 36.46%

Holding current value

$3.56 Million

Previous $2.73 Million 22.76%

% of portfolio

0.1%

Previous 0.08%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$96.83 - $106.88 $895,096 - $987,998	9,244 Added 36.46%	34,597 $3.35 Million
Q3 2024 Oct 16, 2024	SELL	$96.84 - $108.77 $625,295 - $702,327	-6,457 Reduced 20.3%	25,353 $2.73 Million
Q2 2024 Jul 23, 2024	BUY	$97.17 - $106.25 $910,677 - $995,775	9,372 Added 41.77%	31,810 $3.25 Million
Q1 2024 Apr 23, 2024	BUY	$93.77 - $104.85 $32,631 - $36,487	348 Added 1.58%	22,438 $2.33 Million
Q4 2023 Jan 18, 2024	SELL	$82.53 - $96.98 $384,342 - $451,635	-4,657 Reduced 17.41%	22,090 $2.14 Million
Q3 2023 Oct 13, 2023	SELL	$85.55 - $97.39 $322,437 - $367,062	-3,769 Reduced 12.35%	26,747 $2.31 Million
Q2 2023 Jul 20, 2023	SELL	$93.15 - $96.95 $256,441 - $266,903	-2,753 Reduced 8.27%	30,516 $2.91 Million
Q1 2023 May 05, 2023	BUY	$84.36 - $93.68 $847,902 - $941,577	10,051 Added 43.29%	33,269 $3.12 Million
Q4 2022 Feb 13, 2023	BUY	$72.2 - $88.14 $330,170 - $403,064	4,573 Added 24.53%	23,218 $1.94 Million
Q3 2022 Nov 03, 2022	BUY	$71.9 - $88.11 $437,511 - $536,149	6,085 Added 48.45%	18,645 $1.42 Million
Q2 2022 Jul 15, 2022	BUY	$77.95 - $97.78 $233,694 - $293,144	2,998 Added 31.35%	12,560 $1.01 Million
Q1 2022 Jul 14, 2022	BUY	$87.3 - $110.53 $834,762 - $1.06 Million	9,562 New	9,562 $823,000
Q4 2021 Jan 21, 2022	SELL	$105.06 - $113.44 $294,798 - $318,312	-2,806 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$105.79 - $113.94 $107,165 - $115,421	1,013 Added 56.5%	2,806 $299,000
Q2 2021 Jul 15, 2021	BUY	$102.07 - $109.39 $39,399 - $42,224	386 Added 27.43%	1,793 $192,000
Q1 2021 Apr 14, 2021	SELL	$97.17 - $105.39 $21,085 - $22,869	-217 Reduced 13.36%	1,407 $141,000
Q4 2020 Jan 13, 2021	BUY	$86.3 - $101.51 $27,184 - $31,975	315 Added 24.06%	1,624 $164,000
Q3 2020 Oct 09, 2020	SELL	$83.58 - $91.81 $11,116 - $12,210	-133 Reduced 9.22%	1,309 $118,000
Q2 2020 Jul 13, 2020	BUY	$68.27 - $84.77 $98,445 - $122,238	1,442 New	1,442 $120,000
Q4 2019 Jan 23, 2020	SELL	$78.11 - $86.74 $9,998 - $11,102	-128 Closed	0 $0
Q3 2019 Nov 19, 2019	SELL	$76.85 - $82.17 $8,914 - $9,531	-116 Reduced 47.54%	128 $10,000
Q1 2018 Aug 10, 2018	BUY	$77.76 - $85.74 $855 - $943	11 Added 4.72%	244 $20,000
Q4 2017 Aug 13, 2018	BUY	$77.45 - $80.74 $5,963 - $6,216	77 Added 49.36%	233 $19,000
Q3 2017 Aug 10, 2018	BUY	$76.75 - $77.39 $2,149 - $2,166	28 Added 21.88%	156 $12,000
Q4 2016 Aug 10, 2018	BUY	N/A	128	128 $8,000

Others Institutions Holding EFG

# of Institutions

1,069

Shares Held

157M

Call Options Held

100

Put Options Held

View Full List

About MSCI EAFE GROWTH ETF

Ticker EFG
Sector ETFs
Industry ETFs

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Global Retirement Partners, LLC Msci Eafe Growth ETF Transaction History