AAS
Avantax Advisory Services’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.9M | Buy |
374,190
+8,881
| +2% | +$995K | 0.23% | 67 |
|
|
2025
Q1 | $36.5M | Sell |
365,309
-136,779
| -27% | -$13.7M | 0.22% | 68 |
|
|
2024
Q4 | $48.6M | Buy |
502,088
+114,376
| +30% | +$11.1M | 0.31% | 47 |
|
|
2024
Q3 | $41.7M | Buy |
387,712
+2,990
| +0.8% | +$322K | 0.27% | 50 |
|
|
2024
Q2 | $39.4M | Buy |
384,722
+68,974
| +22% | +$7.06M | 0.28% | 47 |
|
|
2024
Q1 | $32.8M | Buy |
315,748
+7,409
| +2% | +$769K | 0.29% | 44 |
|
|
2023
Q4 | $29.9M | Sell |
308,339
-17,064
| -5% | -$1.65M | 0.3% | 41 |
|
|
2023
Q3 | $28.1M | Buy |
325,403
+125,936
| +63% | +$10.9M | 0.31% | 38 |
|
|
2023
Q2 | $19M | Buy |
199,467
+6,840
| +4% | +$653K | 0.22% | 80 |
|
|
2023
Q1 | $18M | Buy |
192,627
+19,769
| +11% | +$1.85M | 0.22% | 75 |
|
|
2022
Q4 | $14.5M | Buy |
172,858
+29,846
| +21% | +$2.5M | 0.19% | 88 |
|
|
2022
Q3 | $10.4M | Buy |
143,012
+28,763
| +25% | +$2.09M | 0.16% | 98 |
|
|
2022
Q2 | $9.2M | Buy |
114,249
+55,286
| +94% | +$4.45M | 0.14% | 119 |
|
|
2022
Q1 | $5.69M | Buy |
58,963
+67
| +0.1% | +$6.47K | 0.08% | 181 |
|
|
2021
Q4 | $6.5M | Buy |
58,896
+18,336
| +45% | +$2.02M | 0.1% | 157 |
|
|
2021
Q3 | $4.33M | Buy |
40,560
+15,875
| +64% | +$1.69M | 0.07% | 198 |
|
|
2021
Q2 | $2.65M | Buy |
24,685
+6,915
| +39% | +$742K | 0.05% | 277 |
|
|
2021
Q1 | $1.79M | Sell |
17,770
-5,502
| -24% | -$555K | 0.04% | 308 |
|
|
2020
Q4 | $2.35M | Sell |
23,272
-27,760
| -54% | -$2.81M | 0.06% | 241 |
|
|
2020
Q3 | $4.59M | Buy |
51,032
+40,950
| +406% | +$3.68M | 0.07% | 219 |
|
|
2020
Q2 | $832K | Sell |
10,082
-17,482
| -63% | -$1.44M | 0.02% | 376 |
|
|
2020
Q1 | $1.96M | Buy |
27,564
+23,608
| +597% | +$1.68M | 0.06% | 196 |
|
|
2019
Q4 | $340K | Buy |
+3,956
| New | +$340K | 0.01% | 594 |
|