Avantax Planning Partners’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 | $1.02M | Sell |
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|
2025
Q1 | $912K | Sell |
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|
2024
Q4 | $885K | Buy |
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|
2024
Q3 | $981K | Sell |
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|
2024
Q2 | $999K | Sell |
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|
2024
Q1 | $1.03M | Buy |
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|
2023
Q4 | $956K | Hold |
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|
2023
Q3 | $852K | Hold |
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|
2023
Q2 | $941K | Buy |
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|
2023
Q1 | $915K | Hold |
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|
2022
Q4 | $818K | Sell |
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|
2022
Q3 | $763K | Hold |
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|
2022
Q2 | $847K | Hold |
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|
2022
Q1 | $1.01M | Hold |
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|
2021
Q4 | $1.16M | Buy |
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|
2021
Q3 | $1.07M | Sell |
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|
2021
Q2 | $1.08M | Buy |
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|
2021
Q1 | $940K | Hold |
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|
2020
Q4 | $944K | Sell |
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|
2020
Q3 | $873K | Hold |
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|
2020
Q2 | $807K | Sell |
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|
2020
Q1 | $692K | Sell |
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|
2019
Q4 | $874K | Buy |
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|
2019
Q3 | $797K | Hold |
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|
2019
Q2 | $801K | Buy |
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|
2019
Q1 | $739K | Hold |
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|
2018
Q4 | $659K | Sell |
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|
2018
Q3 | $844K | Sell |
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|
2018
Q2 | $901K | Hold |
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|
2018
Q1 | $919K | Sell |
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|
2017
Q4 | $931K | Sell |
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|
2017
Q3 | $1.14M | Sell |
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|
2017
Q2 | $1.17M | Sell |
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|
2017
Q1 | $1.11M | Sell |
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|
2016
Q4 | $1.03M | Buy |
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