Allworth Financial’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 | $311K | Sell |
|
|||||
|
2025
Q1 | $307K | Buy |
|
|||||
|
2024
Q4 | $292K | Sell |
|
|||||
|
2024
Q3 | $333K | Sell |
|
|||||
|
2024
Q2 | $555K | Sell |
|
|||||
|
2024
Q1 | $735K | Sell |
|
|||||
|
2023
Q4 | $1.13M | Sell |
|
|||||
|
2023
Q3 | $2.67M | Sell |
|
|||||
|
2023
Q2 | $7.81M | Sell |
|
|||||
|
2023
Q1 | $12.5M | Buy |
|
|||||
|
2022
Q4 | $48K | Buy |
|
|||||
|
2022
Q3 | $14K | Hold |
|
|||||
|
2022
Q2 | $15K | Sell |
|
|||||
|
2022
Q1 | $49K | Sell |
|
|||||
|
2021
Q4 | $253K | Sell |
|
|||||
|
2021
Q3 | $322K | Buy |
|
|||||
|
2021
Q2 | $39K | Hold |
|
|||||
|
2021
Q1 | $36K | Buy |
|
|||||
|
2020
Q4 | $12K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $5K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $5K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $3K | Sell |
|
|||||
|
2017
Q3 | $18K | Hold |
|
|||||
|
2017
Q2 | $18K | Hold |
|
|||||
|
2017
Q1 | $16K | Hold |
|
|||||
|
2016
Q4 | $15K | Hold |
|
|||||
|
2016
Q3 | $16K | Hold |
|
|||||
|
2016
Q2 | $16K | Hold |
|
|||||
|
2016
Q1 | $16K | Hold |
|
|||||
|
2015
Q4 | $16K | Buy |
|