Advisornet Financial’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Advisornet Financial’s Portfolio EFG Stock Details EFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$313K	Buy	2,793 +664	+31%	+$74.4K	0.02%	468
2025 Q1	$213K	Buy	2,129 +50	+2%	+$5K	0.02%	529
2024 Q4	$201K	Sell	2,079 -39,622	-95%	-$3.84M	0.02%	510
2024 Q3	$4.49M	Buy	41,701 +498	+1%	+$53.6K	0.34%	70
2024 Q2	$4.22M	Buy	41,203 +14,121	+52%	+$1.44M	0.38%	62
2024 Q1	$2.81M	Sell	27,082 -82	-0.3%	-$8.51K	0.27%	89
2023 Q4	$2.63M	Sell	27,164 -13,143	-33%	-$1.27M	0.24%	104
2023 Q3	$3.48M	Sell	40,307 -6,444	-14%	-$556K	0.32%	78
2023 Q2	$4.46M	Buy	46,751 +120	+0.3%	+$11.4K	0.38%	65
2023 Q1	$4.37M	Buy	46,631 +9,891	+27%	+$927K	0.4%	60
2022 Q4	$3.08M	Sell	36,740 -4,793	-12%	-$401K	0.3%	79
2022 Q3	$3.01M	Buy	41,533 +6,494	+19%	+$471K	0.3%	84
2022 Q2	$2.82M	Sell	35,039 -23,057	-40%	-$1.86M	0.28%	94
2022 Q1	$5.59M	Sell	58,096 -3,042	-5%	-$293K	0.35%	58
2021 Q4	$6.74M	Buy	61,138 +1,926	+3%	+$212K	0.42%	54
2021 Q3	$6.3M	Buy	59,212 +10,836	+22%	+$1.15M	0.44%	49
2021 Q2	$5.19M	Sell	48,376 -5,076	-9%	-$545K	0.34%	70
2021 Q1	$5.37M	Buy	53,452 +8,598	+19%	+$864K	0.38%	61
2020 Q4	$4.53M	Buy	44,854 +7,168	+19%	+$723K	0.37%	58
2020 Q3	$3.39M	Buy	37,686 +1,154	+3%	+$104K	0.29%	77
2020 Q2	$3.04M	Buy	36,532 +31,765	+666%	+$2.64M	0.24%	94
2020 Q1	$339K	Sell	4,767 -17,185	-78%	-$1.22M	0.03%	378
2019 Q4	$1.9M	Buy	21,952 +2,629	+14%	+$227K	0.16%	133
2019 Q3	$1.56M	Buy	19,323 +4,911	+34%	+$395K	0.14%	145
2019 Q2	$1.16M	Buy	14,412 +11,026	+326%	+$891K	0.13%	161
2019 Q1	$262K	Sell	3,386 -556	-14%	-$43K	0.03%	382
2018 Q4	$272K	Sell	3,942 -162	-4%	-$11.2K	0.04%	356
2018 Q3	$329K	Sell	4,104 -1,008	-20%	-$80.8K	0.04%	334
2018 Q2	$403K	Buy	5,112 +2,352	+85%	+$185K	0.05%	268
2018 Q1	$222K	Buy	2,760 +1,968	+248%	+$158K	0.03%	374
2017 Q4	$64K	Buy	+792	New	+$64K	0.01%	585