Sound Financial Strategies Group, LLC Msci Eafe Growth ETF Transaction History

Sound Financial Strategies Group, LLC

  • $109 Million
  • Q4 2024

A detailed history of Sound Financial Strategies Group, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Sound Financial Strategies Group, LLC holds 4,040 shares of EFG stock, worth $416,645. This represents 0.36% of its overall portfolio holdings.

Number of Shares
4,040
Previous 4,441 9.03%
Holding current value
$416,645
Previous $478,000 18.2%
% of portfolio
0.36%
Previous 0.42%

Shares

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

Feb 06, 2025
SELL
$96.83 - $106.88 $38,828 - $42,858
-401 Reduced 9.03%
4,040 $391,000
Q3 2024

Nov 12, 2024
SELL
$96.84 - $108.77 $2,711 - $3,045
-28 Reduced 0.63%
4,441 $478,000
Q2 2024

Aug 12, 2024
BUY
$97.17 - $106.25 $434,252 - $474,831
4,469 New
4,469 $457,000
Q2 2023

Aug 07, 2023
SELL
$93.15 - $96.95 $2.6 Million - $2.71 Million
-27,929 Reduced 53.88%
23,903 $2.28 Million
Q1 2023

May 02, 2023
BUY
$84.36 - $93.68 $4.37 Million - $4.85 Million
51,816 Added 323850.0%
51,832 $4.86 Million
Q4 2022

Jan 30, 2023
BUY
$72.2 - $88.14 $1,155 - $1,410
16 New
16 $1,000
Q2 2022

Jul 25, 2022
SELL
$77.95 - $97.78 $53,161 - $66,685
-682 Reduced 97.71%
16 $1,000
Q1 2022

May 05, 2022
SELL
$87.3 - $110.53 $2.22 Million - $2.81 Million
-25,431 Reduced 97.33%
698 $67,000
Q4 2021

Feb 03, 2022
SELL
$105.06 - $113.44 $37,821 - $40,838
-360 Reduced 1.36%
26,129 $2.88 Million
Q3 2021

Nov 03, 2021
SELL
$105.79 - $113.94 $675,786 - $727,848
-6,388 Reduced 19.43%
26,489 $2.82 Million
Q2 2021

Jul 30, 2021
BUY
$102.07 - $109.39 $3.36 Million - $3.6 Million
32,877 New
32,877 $3.53 Million

Others Institutions Holding EFG

# of Institutions
1,073
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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