APP
Avantax Planning Partners’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 | $1.02M | Sell |
9,119
-1
| -0% | -$112 | 0.03% | 191 |
|
|
2025
Q1 | $912K | Sell |
9,120
-17
| -0.2% | -$1.7K | 0.03% | 192 |
|
|
2024
Q4 | $885K | Buy |
9,137
+21
| +0.2% | +$2.03K | 0.03% | 190 |
|
|
2024
Q3 | $981K | Sell |
9,116
-651
| -7% | -$70.1K | 0.04% | 181 |
|
|
2024
Q2 | $999K | Sell |
9,767
-139
| -1% | -$14.2K | 0.03% | 209 |
|
|
2024
Q1 | $1.03M | Buy |
9,906
+39
| +0.4% | +$4.05K | 0.03% | 210 |
|
|
2023
Q4 | $956K | Hold |
9,867
| – | – | 0.04% | 173 |
|
|
2023
Q3 | $852K | Hold |
9,867
| – | – | 0.04% | 175 |
|
|
2023
Q2 | $941K | Buy |
9,867
+97
| +1% | +$9.26K | 0.04% | 166 |
|
|
2023
Q1 | $915K | Hold |
9,770
| – | – | 0.04% | 175 |
|
|
2022
Q4 | $818K | Sell |
9,770
-750
| -7% | -$62.8K | 0.03% | 187 |
|
|
2022
Q3 | $763K | Hold |
10,520
| – | – | 0.03% | 180 |
|
|
2022
Q2 | $847K | Hold |
10,520
| – | – | 0.04% | 174 |
|
|
2022
Q1 | $1.01M | Hold |
10,520
| – | – | 0.04% | 158 |
|
|
2021
Q4 | $1.16M | Buy |
10,520
+443
| +4% | +$48.8K | 0.05% | 151 |
|
|
2021
Q3 | $1.07M | Sell |
10,077
-26
| -0.3% | -$2.77K | 0.05% | 135 |
|
|
2021
Q2 | $1.08M | Buy |
10,103
+750
| +8% | +$80.5K | 0.05% | 129 |
|
|
2021
Q1 | $940K | Hold |
9,353
| – | – | 0.05% | 134 |
|
|
2020
Q4 | $944K | Sell |
9,353
-362
| -4% | -$36.5K | 0.05% | 128 |
|
|
2020
Q3 | $873K | Hold |
9,715
| – | – | 0.05% | 132 |
|
|
2020
Q2 | $807K | Sell |
9,715
-19
| -0.2% | -$1.58K | 0.05% | 135 |
|
|
2020
Q1 | $692K | Sell |
9,734
-376
| -4% | -$26.7K | 0.05% | 128 |
|
|
2019
Q4 | $874K | Buy |
10,110
+207
| +2% | +$17.9K | 0.05% | 123 |
|
|
2019
Q3 | $797K | Hold |
9,903
| – | – | 0.05% | 129 |
|
|
2019
Q2 | $801K | Buy |
9,903
+364
| +4% | +$29.4K | 0.05% | 124 |
|
|
2019
Q1 | $739K | Hold |
9,539
| – | – | 0.05% | 128 |
|
|
2018
Q4 | $659K | Sell |
9,539
-1,005
| -10% | -$69.4K | 0.05% | 123 |
|
|
2018
Q3 | $844K | Sell |
10,544
-896
| -8% | -$71.7K | 0.07% | 96 |
|
|
2018
Q2 | $901K | Hold |
11,440
| – | – | 0.08% | 86 |
|
|
2018
Q1 | $919K | Sell |
11,440
-93
| -0.8% | -$7.47K | 0.08% | 105 |
|
|
2017
Q4 | $931K | Sell |
11,533
-3,247
| -22% | -$262K | 0.09% | 104 |
|
|
2017
Q3 | $1.14M | Sell |
14,780
-1,091
| -7% | -$84.4K | 0.09% | 105 |
|
|
2017
Q2 | $1.17M | Sell |
15,871
-74
| -0.5% | -$5.47K | 0.1% | 95 |
|
|
2017
Q1 | $1.11M | Sell |
15,945
-269
| -2% | -$18.7K | 0.1% | 91 |
|
|
2016
Q4 | $1.03M | Buy |
+16,214
| New | +$1.03M | 0.11% | 94 |
|