True Wealth Advisors, LLC Msci Eafe Growth ETF Transaction History

True Wealth Advisors, LLC

$253 Million
Q1 2025

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 15, 2025	BUY	$96.83 - $106.88 $90,826 - $100,253	938 Added 24.04%	4,840 $468,000
Q3 2024 Oct 29, 2024	SELL	$96.84 - $108.77 $98,486 - $110,619	-1,017 Reduced 20.67%	3,902 $420,000
Q2 2024 Jul 24, 2024	BUY	$97.17 - $106.25 $124,669 - $136,318	1,283 Added 35.29%	4,919 $503,000
Q1 2024 Apr 23, 2024	SELL	$93.77 - $104.85 $56,543 - $63,224	-603 Reduced 14.23%	3,636 $377,000
Q4 2023 Feb 08, 2024	SELL	$82.53 - $96.98 $17,909 - $21,044	-217 Reduced 4.87%	4,239 $410,000
Q3 2023 Nov 07, 2023	SELL	$85.55 - $97.39 $85,464 - $97,292	-999 Reduced 18.31%	4,456 $384,000
Q2 2023 Jul 31, 2023	BUY	$93.15 - $96.95 $31,671 - $32,963	340 Added 6.65%	5,455 $520,000
Q1 2023 Apr 19, 2023	BUY	$84.36 - $93.68 $129,576 - $143,892	1,536 Added 42.92%	5,115 $479,000
Q4 2022 Jan 23, 2023	SELL	$72.2 - $88.14 $46,352 - $56,585	-642 Reduced 15.21%	3,579 $0
Q3 2022 Oct 21, 2022	BUY	$71.9 - $88.11 $92,679 - $113,573	1,289 Added 43.96%	4,221 $306,000
Q2 2022 Jul 27, 2022	SELL	$77.95 - $97.78 $228,783 - $286,984	-2,935 Reduced 50.03%	2,932 $236,000
Q1 2022 May 05, 2022	BUY	$87.3 - $110.53 $254,392 - $322,084	2,914 Added 98.68%	5,867 $647,000
Q1 2022 May 04, 2022	SELL	$87.3 - $110.53 $254,392 - $322,084	-2,914 Reduced 49.67%	2,953 $261,000
Q4 2021 Feb 02, 2022	BUY	$105.06 - $113.44 $51,794 - $55,925	493 Added 9.17%	5,867 $647,000
Q3 2021 Oct 25, 2021	BUY	$105.79 - $113.94 $165,667 - $178,430	1,566 Added 41.12%	5,374 $572,000
Q2 2021 Jul 23, 2021	BUY	$102.07 - $109.39 $79,206 - $84,886	776 Added 25.59%	3,808 $409,000
Q1 2021 Apr 22, 2021	BUY	$97.17 - $105.39 $294,619 - $319,542	3,032 New	3,032 $304,000

Others Institutions Holding EFG

# of Institutions

1,076

Shares Held

155M

Call Options Held

100

Put Options Held

0

About MSCI EAFE GROWTH ETF

Ticker EFG
Sector ETFs
Industry ETFs

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