Simplicity Wealth,Llc Msci Eafe Growth ETF Transaction History

Simplicity Wealth,Llc

  • $461 Million
  • Q4 2024

A detailed history of Simplicity Wealth,Llc transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Simplicity Wealth,Llc holds 3,872 shares of EFG stock, worth $403,230. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,872
Previous 79,908 95.15%
Holding current value
$403,230
Previous $8.6 Million 95.65%
% of portfolio
0.08%
Previous 0.83%

Shares

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

Feb 07, 2025
SELL
$96.83 - $106.88 $7.36 Million - $8.13 Million
-76,036 Reduced 95.15%
3,872 $374,000
Q3 2024

Oct 09, 2024
SELL
$96.84 - $108.77 $935,183 - $1.05 Million
-9,657 Reduced 10.78%
79,908 $8.6 Million
Q2 2024

Jul 10, 2024
SELL
$97.17 - $106.25 $135,163 - $147,793
-1,391 Reduced 1.53%
89,565 $9.16 Million
Q1 2024

Apr 24, 2024
BUY
$93.77 - $104.85 $510,015 - $570,279
5,439 Added 6.36%
90,956 $9.44 Million
Q4 2023

Jan 29, 2024
SELL
$82.53 - $96.98 $240,409 - $282,502
-2,913 Reduced 3.29%
85,517 $8.28 Million
Q3 2023

Oct 19, 2023
BUY
$85.55 - $97.39 $263,665 - $300,155
3,082 Added 3.61%
88,430 $7.63 Million
Q2 2023

Jul 26, 2023
SELL
$93.15 - $96.95 $109,078 - $113,528
-1,171 Reduced 1.35%
85,348 $8.14 Million
Q1 2023

Apr 27, 2023
BUY
$84.36 - $93.68 $1.85 Million - $2.05 Million
21,874 Added 33.84%
86,519 $8.11 Million
Q4 2022

Feb 15, 2023
BUY
$72.2 - $88.14 $4.4 Million - $5.37 Million
60,903 Added 1627.55%
64,645 $5.41 Million
Q3 2022

Oct 12, 2022
BUY
$71.9 - $88.11 $269,049 - $329,707
3,742 New
3,742 $272,000
Q1 2022

May 20, 2022
SELL
$87.3 - $110.53 $412,230 - $521,922
-4,722 Closed
0 $0
Q4 2021

Feb 25, 2022
BUY
$105.06 - $113.44 $496,093 - $535,663
4,722 New
4,722 $521,000

Others Institutions Holding EFG

# of Institutions
1,066
Shares Held
157M
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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