Morris Financial Concepts, Inc. Msci Eafe Growth ETF Transaction History

Morris Financial Concepts, Inc.

  • $230 Million
  • Q4 2024

A detailed history of Morris Financial Concepts, Inc. transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 7,334 shares of EFG stock, worth $736,700. This represents 0.31% of its overall portfolio holdings.

Number of Shares
7,334
Previous 6,314 16.15%
Holding current value
$736,700
Previous $679,000 4.57%
% of portfolio
0.31%
Previous 0.3%

Shares

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

Jan 29, 2025
BUY
$96.83 - $106.88 $98,766 - $109,017
1,020 Added 16.15%
7,334 $710,000
Q3 2024

Oct 30, 2024
BUY
$96.84 - $108.77 $267,181 - $300,096
2,759 Added 77.61%
6,314 $679,000
Q2 2024

Jul 29, 2024
BUY
$97.17 - $106.25 $333,293 - $364,437
3,430 Added 2744.0%
3,555 $363,000
Q4 2021

Feb 15, 2022
BUY
$105.06 - $113.44 $13,132 - $14,180
125 New
125 $14,000

Others Institutions Holding EFG

# of Institutions
1,070
Shares Held
152M
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 Morris Financial Concepts, Inc. Portfolio

Follow Morris Financial Concepts, Inc. 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 Morris Financial Concepts, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Morris Financial Concepts, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email