Wetherby Asset Management Inc Msci Eafe Growth ETF Transaction History

Wetherby Asset Management Inc

  • $2.38 Billion
  • Q3 2025

A detailed history of Wetherby Asset Management Inc transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Wetherby Asset Management Inc holds 1,934 shares of EFG stock, worth $221,907. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,934
Previous 1,934 -0.0%
Holding current value
$221,907
Previous $216,000 1.85%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 14, 2025
SELL
$89.8 - $112.0 $21,103 - $26,320
-235 Reduced 10.83%
1,934 $216,000
Q4 2024

Feb 14, 2025
SELL
$96.83 - $106.88 $142,727 - $157,541
-1,474 Reduced 40.46%
2,169 $210,000
Q3 2024

Nov 14, 2024
SELL
$96.84 - $108.77 $32,538 - $36,546
-336 Reduced 8.44%
3,643 $392,000
Q2 2024

Aug 14, 2024
BUY
$97.17 - $106.25 $36,244 - $39,631
373 Added 10.34%
3,979 $407,000
Q1 2024

May 15, 2024
BUY
$93.77 - $104.85 $136,716 - $152,871
1,458 Added 67.88%
3,606 $374,000
Q4 2023

Feb 14, 2024
BUY
$82.53 - $96.98 $177,274 - $208,313
2,148 New
2,148 $208,000
Q1 2023

May 12, 2023
BUY
$84.36 - $93.68 $189,219 - $210,124
2,243 New
2,243 $210,000
Q3 2022

Nov 14, 2022
BUY
$71.9 - $88.11 $23,079 - $28,283
321 Added 10.21%
3,466 $251,000
Q3 2020

Nov 13, 2020
SELL
$83.58 - $91.81 $254,919 - $280,020
-3,050 Reduced 49.23%
3,145 $283,000
Q2 2020

Aug 14, 2020
BUY
$68.27 - $84.77 $422,932 - $525,150
6,195 New
6,195 $515,000

Others Institutions Holding EFG

# of Institutions
1,120
Shares Held
80.1M
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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