Stone Point Wealth LLC Msci Eafe Growth ETF Transaction History

Stone Point Wealth LLC

$294 Million
Q4 2024

A detailed history of Stone Point Wealth LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Stone Point Wealth LLC holds 9,888 shares of EFG stock, worth $980,395. This represents 0.33% of its overall portfolio holdings.

Number of Shares

9,888

Previous 9,692 2.02%

Holding current value

$980,395

Previous $1.04 Million 8.25%

% of portfolio

0.33%

Previous 0.34%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$96.83 - $106.88 $18,978 - $20,948	196 Added 2.02%	9,888 $957,000
Q3 2024 Oct 31, 2024	BUY	$96.84 - $108.77 $113,205 - $127,152	1,169 Added 13.72%	9,692 $1.04 Million
Q2 2024 Jul 30, 2024	BUY	$97.17 - $106.25 $113,688 - $124,312	1,170 Added 15.91%	8,523 $871,000
Q1 2024 May 01, 2024	BUY	$93.77 - $104.85 $78,579 - $87,864	838 Added 12.86%	7,353 $763,000
Q4 2023 Jan 26, 2024	BUY	$82.53 - $96.98 $32,269 - $37,919	391 Added 6.38%	6,515 $630,000
Q3 2023 Oct 25, 2023	BUY	$85.55 - $97.39 $32,680 - $37,202	382 Added 6.65%	6,124 $528,000
Q2 2023 Jul 25, 2023	BUY	$93.15 - $96.95 $14,997 - $15,608	161 Added 2.88%	5,742 $547,000
Q1 2023 Apr 20, 2023	BUY	$84.36 - $93.68 $22,017 - $24,450	261 Added 4.91%	5,581 $522,000
Q4 2022 Jan 20, 2023	BUY	$72.2 - $88.14 $12,923 - $15,777	179 Added 3.48%	5,320 $0
Q3 2022 Nov 03, 2022	BUY	$71.9 - $88.11 $113,961 - $139,654	1,585 Added 44.57%	5,141 $373,000
Q2 2022 Jul 19, 2022	SELL	$77.95 - $97.78 $17,071 - $21,413	-219 Reduced 5.8%	3,556 $286,000
Q1 2022 Apr 29, 2022	BUY	$87.3 - $110.53 $71,586 - $90,634	820 Added 27.75%	3,775 $366,000
Q4 2021 Feb 10, 2022	BUY	$105.06 - $113.44 $310,452 - $335,215	2,955 New	2,955 $327,000

Others Institutions Holding EFG

# of Institutions

1,076

Shares Held

155M

Call Options Held

100

Put Options Held

View Full List

About MSCI EAFE GROWTH ETF

Ticker EFG
Sector ETFs
Industry ETFs

More about EFG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Stone Point Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stone Point Wealth LLC with notifications on news.

Account

Stone Point Wealth LLC Msci Eafe Growth ETF Transaction History