Sequoia Financial Advisors, LLC Msci Eafe Growth ETF Transaction History

Sequoia Financial Advisors, LLC

$11.5 Billion
Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 9,051 shares of EFG stock, worth $934,153. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,051

Previous 9,276 2.43%

Holding current value

$934,153

Previous $998,000 12.22%

% of portfolio

0.01%

Previous 0.01%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$96.83 - $106.88 $21,786 - $24,048	-225 Reduced 2.43%	9,051 $876,000
Q3 2024 Oct 21, 2024	BUY	$96.84 - $108.77 $80,474 - $90,387	831 Added 9.84%	9,276 $998,000
Q2 2024 Jul 15, 2024	SELL	$97.17 - $106.25 $777 - $850	-8 Reduced 0.09%	8,445 $863,000
Q1 2024 Apr 30, 2024	SELL	$93.77 - $104.85 $390,458 - $436,595	-4,164 Reduced 33.0%	8,453 $877,000
Q4 2023 Jan 25, 2024	BUY	$82.53 - $96.98 $488,907 - $574,509	5,924 Added 88.51%	12,617 $1.22 Million
Q3 2023 Nov 08, 2023	BUY	$85.55 - $97.39 $2,737 - $3,116	32 Added 0.48%	6,693 $577,000
Q2 2023 Aug 08, 2023	BUY	$93.15 - $96.95 $16,953 - $17,644	182 Added 2.81%	6,661 $635,000
Q1 2023 Apr 24, 2023	BUY	$84.36 - $93.68 $37,540 - $41,687	445 Added 7.37%	6,479 $606,000
Q4 2022 Jan 17, 2023	BUY	$72.2 - $88.14 $138,768 - $169,405	1,922 Added 46.74%	6,034 $0
Q2 2022 Jul 22, 2022	BUY	$77.95 - $97.78 $2,806 - $3,520	36 Added 0.88%	4,112 $331,000
Q1 2022 May 13, 2022	BUY	$87.3 - $110.53 $19,904 - $25,200	228 Added 5.93%	4,076 $392,000
Q4 2021 Feb 11, 2022	BUY	$105.06 - $113.44 $19,751 - $21,326	188 Added 5.14%	3,848 $424,000
Q3 2021 Oct 26, 2021	SELL	$105.79 - $113.94 $18,090 - $19,483	-171 Reduced 4.46%	3,660 $390,000
Q2 2021 Jul 27, 2021	BUY	$102.07 - $109.39 $102 - $109	1 Added 0.03%	3,831 $411,000
Q3 2020 Oct 23, 2020	BUY	$83.58 - $91.81 $14,208 - $15,607	170 Added 4.64%	3,830 $344,000
Q2 2020 Aug 25, 2020	BUY	$68.27 - $84.77 $249,868 - $310,258	3,660 New	3,660 $304,000
Q2 2020 Aug 11, 2020	SELL	$68.27 - $84.77 $257,855 - $320,176	-3,777 Closed	0 $304,000
Q1 2019 May 13, 2019	SELL	$68.09 - $77.86 $69,724 - $79,728	-1,024 Reduced 21.33%	3,777 $293,000
Q4 2018 Feb 14, 2019	BUY	$66.77 - $80.32 $7,812 - $9,397	117 Added 2.5%	4,801 $332,000
Q2 2017 Aug 09, 2017	BUY	N/A	4,684	4,684 $346,000

Others Institutions Holding EFG

# of Institutions

1,035

Shares Held

147M

Call Options Held

100

Put Options Held

View Full List

About MSCI EAFE GROWTH ETF

Ticker EFG
Sector ETFs
Industry ETFs

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Sequoia Financial Advisors, LLC Msci Eafe Growth ETF Transaction History