Arkadios Wealth 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 | $1.47M | Buy |
13,084
+114
| +0.9% | +$12.8K | 0.04% | 425 |
|
|
2025
Q1 | $1.3M | Buy |
12,970
+1,962
| +18% | +$196K | 0.05% | 386 |
|
|
2024
Q4 | $1.07M | Buy |
11,008
+854
| +8% | +$82.7K | 0.06% | 316 |
|
|
2024
Q3 | $1.09M | Sell |
10,154
-449
| -4% | -$48.3K | 0.06% | 301 |
|
|
2024
Q2 | $1.08M | Buy |
10,603
+7,931
| +297% | +$811K | 0.07% | 266 |
|
|
2024
Q1 | $277K | Buy |
2,672
+48
| +2% | +$4.98K | 0.02% | 562 |
|
|
2023
Q4 | $254K | Sell |
2,624
-225
| -8% | -$21.8K | 0.02% | 577 |
|
|
2023
Q3 | $246K | Buy |
2,849
+583
| +26% | +$50.3K | 0.02% | 558 |
|
|
2023
Q2 | $216K | Buy |
2,266
+56
| +3% | +$5.34K | 0.03% | 555 |
|
|
2023
Q1 | $207K | Buy |
+2,210
| New | +$207K | 0.02% | 562 |
|
|
2022
Q4 | – | Sell |
-4,670
| Closed | -$339K | – | 564 |
|
|
2022
Q3 | $339K | Sell |
4,670
-7,173
| -61% | -$521K | 0.05% | 342 |
|
|
2022
Q2 | $953K | Buy |
+11,843
| New | +$953K | 0.14% | 180 |
|
|
2021
Q4 | – | Sell |
-849
| Closed | -$90K | – | 890 |
|
|
2021
Q3 | $90K | Buy |
849
+224
| +36% | +$23.7K | 0.01% | 716 |
|
|
2021
Q2 | $67K | Sell |
625
-7,404
| -92% | -$794K | 0.01% | 837 |
|
|
2021
Q1 | $806K | Sell |
8,029
-102
| -1% | -$10.2K | 0.13% | 180 |
|
|
2020
Q4 | $820K | Buy |
8,131
+7,749
| +2,029% | +$781K | 0.17% | 133 |
|
|
2020
Q3 | $34.9K | Buy |
382
+2
| +0.5% | +$183 | 0.02% | 479 |
|
|
2020
Q2 | $32.7K | Buy |
+380
| New | +$32.7K | 0.02% | 447 |
|