New Edge Wealth, LLC Msci Eafe Growth ETF Transaction History

New Edge Wealth, LLC

$5.59 Billion
Q4 2024

A detailed history of New Edge Wealth, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, New Edge Wealth, LLC holds 5,066 shares of EFG stock, worth $527,066. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,066

Previous 5,143 1.5%

Holding current value

$527,066

Previous $553,000 11.39%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$96.83 - $106.88 $7,455 - $8,229	-77 Reduced 1.5%	5,066 $490,000
Q3 2024 Nov 12, 2024	SELL	$96.84 - $108.77 $67,013 - $75,268	-692 Reduced 11.86%	5,143 $553,000
Q2 2024 Aug 01, 2024	BUY	$97.17 - $106.25 $4,372 - $4,781	45 Added 0.78%	5,835 $596,000
Q1 2024 May 06, 2024	BUY	$93.77 - $104.85 $22,786 - $25,478	243 Added 4.38%	5,790 $600,000
Q4 2023 Jan 29, 2024	SELL	$82.53 - $96.98 $153,670 - $180,576	-1,862 Reduced 25.13%	5,547 $537,000
Q3 2023 Nov 08, 2023	BUY	$85.55 - $97.39 $102,574 - $116,770	1,199 Added 19.31%	7,409 $639,000
Q2 2023 Aug 09, 2023	BUY	$93.15 - $96.95 $578,461 - $602,059	6,210 New	6,210 $592,000

Others Institutions Holding EFG

# of Institutions

1,064

Shares Held

157M

Call Options Held

100

Put Options Held

View Full List

About MSCI EAFE GROWTH ETF

Ticker EFG
Sector ETFs
Industry ETFs

More about EFG

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New Edge Wealth, LLC Msci Eafe Growth ETF Transaction History