Wealth Plan Investment Management, LLC Msci Eafe Growth ETF Transaction History

Wealth Plan Investment Management, LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 18,304 shares of EFG stock, worth $2.1 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
18,304
Previous 38,140 52.01%
Holding current value
$2.1 Million
Previous $4.27 Million 51.21%
% of portfolio
0.15%
Previous 0.34%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$106.99 - $114.46 $2.12 Million - $2.27 Million
-19,836 Reduced 52.01%
18,304 $2.08 Million
Q2 2025

Jul 28, 2025
BUY
$89.8 - $112.0 $2.95 Million - $3.68 Million
32,888 Added 626.2%
38,140 $4.27 Million
Q1 2025

May 09, 2025
SELL
$96.1 - $106.37 $38,343 - $42,441
-399 Reduced 7.06%
5,252 $525,000
Q4 2024

Jan 30, 2025
BUY
$96.83 - $106.88 $547,186 - $603,978
5,651 New
5,651 $547,000
Q3 2023

Nov 09, 2023
BUY
$85.55 - $97.39 $1.58 Million - $1.8 Million
18,498 Added 3869.87%
18,976 $1.64 Million
Q2 2023

Aug 14, 2023
SELL
$93.15 - $96.95 $1.68 Million - $1.75 Million
-18,061 Reduced 97.42%
478 $45,000
Q2 2023

Jul 25, 2023
BUY
$93.15 - $96.95 $1.68 Million - $1.75 Million
18,018 Added 3458.35%
18,539 $1.77 Million
Q1 2023

May 08, 2023
SELL
$84.36 - $93.68 $1.85 Million - $2.05 Million
-21,932 Reduced 97.68%
521 $48,000
Q4 2022

Feb 15, 2023
BUY
$72.2 - $88.14 $166,421 - $203,162
2,305 Added 11.44%
22,453 $1.88 Million
Q3 2022

Dec 12, 2022
SELL
$71.9 - $88.11 $1.62 Million - $1.99 Million
-22,584 Reduced 52.85%
20,148 $1.73 Million
Q1 2022

Sep 07, 2022
BUY
$87.3 - $110.53 $3.73 Million - $4.72 Million
42,732 New
42,732 $3.77 Million

Others Institutions Holding EFG

# of Institutions
1,120
Shares Held
81.3M
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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