1IA
1834 Investment Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,808
| Closed | -$948K | – | 214 |
|
|
2024
Q3 | $948K | Sell |
8,808
-1,057
| -11% | -$114K | 0.11% | 124 |
|
|
2024
Q2 | $1.01M | Hold |
9,865
| – | – | 0.12% | 118 |
|
|
2024
Q1 | $1.02M | Sell |
9,865
-800
| -8% | -$83K | 0.12% | 117 |
|
|
2023
Q4 | $1.03M | Hold |
10,665
| – | – | 0.12% | 115 |
|
|
2023
Q3 | $920K | Hold |
10,665
| – | – | 0.11% | 124 |
|
|
2023
Q2 | $1.02M | Sell |
10,665
-576
| -5% | -$55K | 0.12% | 121 |
|
|
2023
Q1 | $1.05M | Hold |
11,241
| – | – | 0.13% | 119 |
|
|
2022
Q4 | $942K | Buy |
11,241
+576
| +5% | +$48.2K | 0.13% | 102 |
|
|
2022
Q3 | $774K | Hold |
10,665
| – | – | 0.12% | 107 |
|
|
2022
Q2 | $858K | Sell |
10,665
-118
| -1% | -$9.49K | 0.12% | 107 |
|
|
2022
Q1 | $1.04M | Hold |
10,783
| – | – | 0.13% | 109 |
|
|
2021
Q4 | $1.19M | Sell |
10,783
-59
| -0.5% | -$6.51K | 0.13% | 97 |
|
|
2021
Q3 | $1.15M | Sell |
10,842
-372
| -3% | -$39.6K | 0.14% | 100 |
|
|
2021
Q2 | $1.2M | Sell |
11,214
-6,573
| -37% | -$705K | 0.15% | 99 |
|
|
2021
Q1 | $1.79M | Sell |
17,787
-12,137
| -41% | -$1.22M | 0.23% | 81 |
|
|
2020
Q4 | $3.02M | Sell |
29,924
-9,730
| -25% | -$982K | 0.4% | 62 |
|
|
2020
Q3 | $3.56M | Sell |
39,654
-787
| -2% | -$70.7K | 0.52% | 53 |
|
|
2020
Q2 | $3.36M | Buy |
40,441
+2,924
| +8% | +$243K | 0.53% | 53 |
|
|
2020
Q1 | $2.67M | Sell |
37,517
-4,462
| -11% | -$317K | 0.51% | 55 |
|
|
2019
Q4 | $3.63M | Sell |
41,979
-24,508
| -37% | -$2.12M | 0.56% | 54 |
|
|
2019
Q3 | $5.35M | Sell |
66,487
-2,982
| -4% | -$240K | 0.78% | 46 |
|
|
2019
Q2 | $5.61M | Sell |
69,469
-11,926
| -15% | -$963K | 0.85% | 43 |
|
|
2019
Q1 | $6.3M | Sell |
81,395
-2,698
| -3% | -$209K | 0.96% | 40 |
|
|
2018
Q4 | $5.81M | Sell |
84,093
-2,435
| -3% | -$168K | 0.97% | 42 |
|
|
2018
Q3 | $6.93M | Buy |
86,528
+5,005
| +6% | +$401K | 1.01% | 42 |
|
|
2018
Q2 | $6.42M | Buy |
81,523
+3,233
| +4% | +$255K | 1.01% | 44 |
|
|
2018
Q1 | $6.29M | Buy |
78,290
+4,889
| +7% | +$393K | 1.07% | 35 |
|
|
2017
Q4 | $5.93M | Buy |
73,401
+2,319
| +3% | +$187K | 0.93% | 39 |
|
|
2017
Q3 | $5.5M | Buy |
71,082
+308
| +0.4% | +$23.8K | 1.03% | 36 |
|
|
2017
Q2 | $5.23M | Buy |
70,774
+9,802
| +16% | +$725K | 0.99% | 39 |
|
|
2017
Q1 | $4.24M | Buy |
60,972
+13,961
| +30% | +$970K | 0.81% | 50 |
|
|
2016
Q4 | $2.99M | Buy |
47,011
+3,869
| +9% | +$246K | 0.6% | 51 |
|
|
2016
Q3 | $2.95M | Buy |
43,142
+2,754
| +7% | +$188K | 0.64% | 52 |
|
|
2016
Q2 | $2.64M | Buy |
40,388
+2,897
| +8% | +$190K | 0.57% | 54 |
|
|
2016
Q1 | $2.47M | Buy |
37,491
+1,393
| +4% | +$91.7K | 0.56% | 54 |
|
|
2015
Q4 | $2.42M | Buy |
36,098
+1,477
| +4% | +$99.2K | 0.57% | 58 |
|
|
2015
Q3 | $2.21M | Buy |
34,621
+237
| +0.7% | +$15.1K | 0.55% | 54 |
|
|
2015
Q2 | $2.4M | Buy |
34,384
+431
| +1% | +$30.1K | 0.66% | 48 |
|
|
2015
Q1 | $2.38M | Buy |
33,953
+802
| +2% | +$56.2K | 0.65% | 48 |
|
|
2014
Q4 | $2.18M | Buy |
33,151
+16
| +0% | +$1.05K | 0.6% | 49 |
|
|
2014
Q3 | $2.26M | Sell |
33,135
-1,456
| -4% | -$99.1K | 0.62% | 54 |
|
|
2014
Q2 | $2.51M | Buy |
34,591
+3,040
| +10% | +$220K | 0.68% | 51 |
|
|
2014
Q1 | $2.24M | Buy |
31,551
+2,562
| +9% | +$182K | 0.66% | 54 |
|
|
2013
Q4 | $2.07M | Buy |
28,989
+3,261
| +13% | +$233K | 0.61% | 57 |
|
|
2013
Q3 | $1.75M | Buy |
25,728
+1,925
| +8% | +$131K | 0.58% | 59 |
|
|
2013
Q2 | $1.47M | Buy |
+23,803
| New | +$1.47M | 0.5% | 65 |
|