Holistic Planning, LLC Msci Eafe Growth ETF Transaction History

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025

A detailed history of Holistic Planning, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 2,435 shares of EFG stock, worth $279,391. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,435
Previous 3,342 27.14%
Holding current value
$279,391
Previous $374 Million 25.9%
% of portfolio
0.07%
Previous 0.11%

Shares

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

Nov 04, 2025
SELL
$106.99 - $114.46 $97,039 - $103,815
-907 Reduced 27.14%
2,435 $277 Million
Q2 2025

Jul 28, 2025
BUY
$89.8 - $112.0 $300,111 - $374,304
3,342 New
3,342 $374 Million
Q3 2024

Nov 01, 2024
BUY
$96.84 - $108.77 $231,931 - $260,504
2,395 New
2,395 $258 Million
Q1 2024

May 01, 2024
SELL
$93.77 - $104.85 $13,409 - $14,993
-143 Reduced 6.39%
2,095 $217 Million
Q4 2023

Feb 14, 2024
BUY
$82.53 - $96.98 $184,702 - $217,041
2,238 New
2,238 $217 Million

Others Institutions Holding EFG

# of Institutions
1,121
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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