Heritage Family Offices, LLP Msci Eafe Growth ETF Transaction History

Heritage Family Offices, LLP

  • $215 Billion
  • Q3 2025

A detailed history of Heritage Family Offices, LLP transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Heritage Family Offices, LLP holds 3,860 shares of EFG stock, worth $442,896. This represents 0.2% of its overall portfolio holdings.

Number of Shares
3,860
Previous 3,881 0.54%
Holding current value
$442,896
Previous $391 Million 12.32%
% of portfolio
0.2%
Previous 0.2%

Shares

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

Oct 07, 2025
SELL
$106.99 - $114.46 $2,246 - $2,403
-21 Reduced 0.54%
3,860 $440 Million
Q1 2025

Apr 10, 2025
SELL
$96.1 - $106.37 $2,786 - $3,084
-29 Reduced 0.74%
3,881 $388 Million
Q4 2024

Jan 14, 2025
BUY
$96.83 - $106.88 $48,705 - $53,760
503 Added 14.76%
3,910 $379 Million
Q3 2024

Oct 16, 2024
BUY
$96.84 - $108.77 $36,896 - $41,441
381 Added 12.59%
3,407 $367 Million
Q2 2024

Aug 01, 2024
BUY
$97.17 - $106.25 $294,036 - $321,512
3,026 New
3,026 $310 Million

Others Institutions Holding EFG

# of Institutions
1,120
Shares Held
81.1M
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
Track This Portfolio

Track Heritage Family Offices, LLP Portfolio

Follow Heritage Family Offices, LLP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Family Offices, LLP, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Family Offices, LLP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email