Wells Financial Advisors Inc Msci Eafe Growth ETF Transaction History

Wells Financial Advisors Inc

  • $72.3 Million
  • Q3 2025

A detailed history of Wells Financial Advisors Inc transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Wells Financial Advisors Inc holds 1,510 shares of EFG stock, worth $173,257. This represents 0.24% of its overall portfolio holdings.

Number of Shares
1,510
Previous 1,510 -0.0%
Holding current value
$173,257
Previous $169,000 1.18%
% of portfolio
0.24%
Previous 0.24%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$89.8 - $112.0 $82,167 - $102,480
915 Added 153.78%
1,510 $169,000
Q1 2025

May 09, 2025
BUY
$96.1 - $106.37 $4,805 - $5,318
50 Added 9.17%
595 $59,000
Q4 2024

Feb 11, 2025
BUY
$96.83 - $106.88 $29,339 - $32,384
303 Added 125.21%
545 $52,000
Q3 2024

Nov 13, 2024
SELL
$96.84 - $108.77 $1.1 Million - $1.24 Million
-11,358 Reduced 97.91%
242 $26,000
Q2 2024

Aug 09, 2024
BUY
$97.17 - $106.25 $1.13 Million - $1.23 Million
11,600 New
11,600 $1.19 Million

Others Institutions Holding EFG

# of Institutions
1,114
Shares Held
80.3M
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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