Angeles Investment Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.7M | Hold |
15,155
| – | – | 0.1% | 20 |
|
2025
Q1 | $1.52M | Hold |
15,155
| – | – | 0.08% | 23 |
|
2024
Q4 | $1.47M | Sell |
15,155
-14,145
| -48% | -$1.37M | 0.07% | 36 |
|
2024
Q3 | $3.15M | Buy |
29,300
+2,000
| +7% | +$215K | 0.16% | 31 |
|
2024
Q2 | $2.79M | Buy |
27,300
+20,800
| +320% | +$2.13M | 0.14% | 32 |
|
2024
Q1 | $675K | Sell |
6,500
-24,000
| -79% | -$2.49M | 0.04% | 73 |
|
2023
Q4 | $2.95M | Buy |
+30,500
| New | +$2.95M | 0.18% | 29 |
|
2021
Q2 | – | Sell |
-58,695
| Closed | -$5.9M | – | 127 |
|
2021
Q1 | $5.9M | Buy |
+58,695
| New | +$5.9M | 0.46% | 18 |
|