Watershed Private Wealth LLC Msci Eafe Growth ETF Transaction History

Watershed Private Wealth LLC

$316 Billion
Q3 2025

A detailed history of Watershed Private Wealth LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Watershed Private Wealth LLC holds 22,118 shares of EFG stock, worth $2.54 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

22,118

Previous 79,128 72.05%

Holding current value

$2.54 Million

Previous $8.86 Billion 71.58%

% of portfolio

0.8%

Previous 3.23%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$106.99 - $114.46 $6.1 Million - $6.53 Million	-57,010 Reduced 72.05%	22,118 $2.52 Billion
Q2 2025 Jul 23, 2025	BUY	$89.8 - $112.0 $603,186 - $752,304	6,717 Added 9.28%	79,128 $8.86 Billion
Q1 2025 Apr 10, 2025	SELL	$96.1 - $106.37 $3.15 Million - $3.48 Million	-32,730 Reduced 31.13%	72,411 $7.24 Billion
Q4 2024 Jan 22, 2025	BUY	$96.83 - $106.88 $1.68 Million - $1.86 Million	17,380 Added 19.8%	105,141 $10.2 Billion
Q3 2024 Oct 15, 2024	SELL	$96.84 - $108.77 $292,844 - $328,920	-3,024 Reduced 3.33%	87,761 $9.45 Billion

Q2 2024 Jul 30, 2024	BUY	$97.17 - $106.25 $3.73 Million - $4.08 Million	38,362 Added 73.18%	90,785 $9.29 Billion
Q1 2024 May 07, 2024	BUY	$93.77 - $104.85 $4.57 Million - $5.11 Million	48,754 Added 1328.81%	52,423 $5.44 Billion
Q4 2023 Feb 07, 2024	BUY	$82.53 - $96.98 $302,802 - $355,819	3,669 New	3,669 $355 Million

Others Institutions Holding EFG

# of Institutions

1,120

Shares Held

81.3M

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 Watershed Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Watershed Private Wealth LLC with notifications on news.

Account

Watershed Private Wealth LLC Msci Eafe Growth ETF Transaction History