Wescott Financial Advisory Group, LLC Msci Eafe Growth ETF Transaction History

Wescott Financial Advisory Group, LLC

$995 Million
Q3 2025

A detailed history of Wescott Financial Advisory Group, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 11,148 shares of EFG stock, worth $1.28 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

11,148

Previous 10,615 5.02%

Holding current value

$1.28 Million

Previous $1.19 Million 6.82%

% of portfolio

0.13%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$106.99 - $114.46 $57,025 - $61,007	533 Added 5.02%	11,148 $1.27 Million
Q2 2025 Aug 11, 2025	BUY	$89.8 - $112.0 $57,472 - $71,680	640 Added 6.42%	10,615 $1.19 Million
Q1 2025 May 14, 2025	BUY	$96.1 - $106.37 $83,607 - $92,541	870 Added 9.56%	9,975 $997,000
Q4 2024 Feb 12, 2025	BUY	$96.83 - $106.88 $127,912 - $141,188	1,321 Added 16.97%	9,105 $881,000
Q3 2024 Nov 12, 2024	BUY	$96.84 - $108.77 $81,829 - $91,910	845 Added 12.18%	7,784 $837,000

Q2 2024 Aug 14, 2024	BUY	$97.17 - $106.25 $159,455 - $174,356	1,641 Added 30.97%	6,939 $709,000
Q1 2024 May 13, 2024	BUY	$93.77 - $104.85 $496,793 - $555,495	5,298 New	5,298 $549,000

Others Institutions Holding EFG

# of Institutions

1,119

Shares Held

80.5M

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 Wescott Financial Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wescott Financial Advisory Group, LLC with notifications on news.

Account

Wescott Financial Advisory Group, LLC Msci Eafe Growth ETF Transaction History