AE Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.1M | Buy |
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|
2025
Q1 | $67.6M | Sell |
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|
2024
Q4 | $83.3M | Buy |
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|
2024
Q3 | $81.6M | Buy |
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|
2024
Q2 | $76.4M | Buy |
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|
2024
Q1 | $54.7M | Sell |
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|
2023
Q4 | $96.1M | Sell |
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|
2023
Q3 | $89.5M | Sell |
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|
2023
Q2 | $103M | Sell |
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|
2023
Q1 | $108M | Buy |
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|
2022
Q4 | $83.9M | Sell |
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|
2022
Q3 | $73.8M | Buy |
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|
2022
Q2 | $69.4M | Sell |
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|
2022
Q1 | $85.5M | Sell |
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|
2021
Q4 | $105M | Buy |
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|
2021
Q3 | $93.9M | Buy |
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|
2021
Q2 | $75.7M | Buy |
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|
2021
Q1 | $63.2M | Buy |
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|
2020
Q4 | $56.6M | Buy |
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|
2020
Q3 | $42.8M | Sell |
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|
2020
Q2 | $53.9M | Buy |
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|
2020
Q1 | $29.7M | Sell |
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|
2019
Q4 | $40.5M | Buy |
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|
2019
Q3 | $36.2M | Buy |
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|
2019
Q2 | $35.2M | Buy |
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|
2019
Q1 | $16.4M | Buy |
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|
2018
Q4 | $352K | Sell |
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|
2018
Q3 | $19.2M | Sell |
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|
2018
Q2 | $19M | Buy |
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|
2018
Q1 | $16.9M | Sell |
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|
2017
Q4 | $17.4M | Buy |
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|
2017
Q3 | $13.6M | Buy |
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|
2017
Q2 | $9.16M | Buy |
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|
2017
Q1 | $5.83M | Buy |
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|
2016
Q4 | $3.13M | Buy |
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