Golden State Wealth Management, LLC Msci Eafe Growth ETF Transaction History

Golden State Wealth Management, LLC

  • $667 Billion
  • Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 9,445 shares of EFG stock, worth $969,718. This represents 0.14% of its overall portfolio holdings.

Number of Shares
9,445
Previous 21,888 56.85%
Holding current value
$969,718
Previous $2.11 Million 43307.69%
% of portfolio
0.14%
Previous 0.41%

Shares

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

Jan 28, 2025
SELL
$96.83 - $106.88 $1.2 Million - $1.33 Million
-12,443 Reduced 56.85%
9,445 $915 Million
Q1 2022

May 19, 2022
BUY
$87.3 - $110.53 $1.45 Million - $1.84 Million
16,663 Added 318.91%
21,888 $2.11 Million
Q1 2022

May 16, 2022
SELL
$87.3 - $110.53 $2.9 Million - $3.67 Million
-33,164 Reduced 86.39%
5,225 $525,000
Q4 2021

Feb 14, 2022
BUY
$105.06 - $113.44 $261,284 - $282,125
2,487 Added 6.93%
38,389 $4.23 Million
Q3 2021

Nov 15, 2021
BUY
$105.79 - $113.94 $67,494 - $72,693
638 Added 1.81%
35,902 $3.82 Million
Q2 2021

Aug 12, 2021
BUY
$102.07 - $109.39 $3.07 Million - $3.29 Million
30,039 Added 574.91%
35,264 $3.78 Million
Q1 2021

May 14, 2021
SELL
$97.17 - $105.39 $277,128 - $300,572
-2,852 Reduced 35.31%
5,225 $525,000
Q4 2020

Jan 28, 2021
BUY
$86.3 - $101.51 $236,548 - $278,238
2,741 Added 51.37%
8,077 $815,000
Q3 2020

Nov 12, 2020
BUY
$83.58 - $91.81 $445,982 - $489,898
5,336 New
5,336 $480,000
Q2 2020

Aug 11, 2020
SELL
$68.27 - $84.77 $107,866 - $133,936
-1,580 Closed
0 $0
Q1 2020

Apr 17, 2020
BUY
$62.16 - $88.65 $98,212 - $140,067
1,580 New
1,580 $112,000

Others Institutions Holding EFG

# of Institutions
1,008
Shares Held
140M
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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