Modern Wealth Management, LLC Msci Eafe Growth ETF Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 7,074 shares of EFG stock, worth $811,670. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,074
Previous 29,159 75.74%
Holding current value
$811,670
Previous $3.27 Million 24572.96%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 12, 2025
SELL
$106.99 - $114.46 $2.36 Million - $2.53 Million
-22,085 Reduced 75.74%
7,074 $806 Million
Q2 2025

Aug 14, 2025
BUY
$89.8 - $112.0 $6,375 - $7,952
71 Added 0.24%
29,159 $3.27 Million
Q1 2025

May 30, 2025
BUY
$96.1 - $106.37 $1,922 - $2,127
20 Added 0.07%
29,088 $2.91 Million
Q1 2025

May 15, 2025
SELL
$96.1 - $106.37 $1.72 Million - $1.91 Million
-17,914 Reduced 38.13%
29,068 $2.91 Billion
Q4 2024

May 30, 2025
BUY
$96.83 - $106.88 $584,853 - $645,555
6,040 Added 20.78%
35,108 $3.4 Million
Q4 2024

May 29, 2025
BUY
$96.83 - $106.88 $584,853 - $645,555
6,040 Added 20.78%
35,108 $3.4 Million
Q4 2024

Feb 11, 2025
BUY
$96.83 - $106.88 $2.98 Million - $3.29 Million
30,747 Added 189.39%
46,982 $4.81 Billion
Q3 2024

May 30, 2025
SELL
$96.84 - $108.77 $1.36 Million - $1.53 Million
-14,077 Reduced 48.43%
14,991 $1.61 Million
Q3 2024

May 29, 2025
SELL
$96.84 - $108.77 $1.36 Million - $1.53 Million
-14,077 Reduced 48.43%
14,991 $1.61 Million
Q3 2024

Nov 05, 2024
BUY
$96.84 - $108.77 $203,654 - $228,743
2,103 Added 14.88%
16,235 $1.75 Billion
Q2 2024

May 29, 2025
SELL
$97.17 - $106.25 $1.57 Million - $1.72 Million
-16,180 Reduced 55.66%
12,888 $1.32 Million
Q2 2024

Aug 07, 2024
BUY
$97.17 - $106.25 $941,868 - $1.03 Million
9,693 Added 218.36%
14,132 $1.45 Billion
Q1 2024

May 28, 2025
SELL
$93.77 - $104.85 $2.34 Million - $2.62 Million
-25,002 Reduced 86.01%
4,066 $422 Million
Q1 2024

May 13, 2024
BUY
$93.77 - $104.85 $416,245 - $465,429
4,439 New
4,439 $457 Million

Others Institutions Holding EFG

# of Institutions
1,120
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
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC 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 Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email