Avior Wealth Management’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 | $9.9M | Buy |
88,402
+1,190
| +1% | +$133K | 0.34% | 62 |
|
|
2025
Q1 | $8.72M | Sell |
87,212
-764
| -0.9% | -$76.4K | 0.33% | 63 |
|
|
2024
Q4 | $8.52M | Buy |
87,976
+87,020
| +9,103% | +$8.43M | 0.31% | 66 |
|
|
2024
Q3 | $103K | Sell |
956
-165
| -15% | -$17.8K | ﹤0.01% | 883 |
|
|
2024
Q2 | $115K | Sell |
1,121
-61
| -5% | -$6.24K | ﹤0.01% | 821 |
|
|
2024
Q1 | $123K | Buy |
1,182
+680
| +135% | +$70.6K | 0.01% | 879 |
|
|
2023
Q4 | $48.7K | Sell |
502
-177
| -26% | -$17.2K | ﹤0.01% | 733 |
|
|
2023
Q3 | $58.6K | Sell |
679
-377
| -36% | -$32.6K | ﹤0.01% | 734 |
|
|
2023
Q2 | $101K | Sell |
1,056
-292
| -22% | -$27.9K | 0.01% | 626 |
|
|
2023
Q1 | $126K | Buy |
1,348
+714
| +113% | +$66.9K | 0.01% | 597 |
|
|
2022
Q4 | $53.1K | Sell |
634
-1,049
| -62% | -$87.9K | ﹤0.01% | 617 |
|
|
2022
Q3 | $122K | Buy |
1,683
+1,321
| +365% | +$95.8K | 0.01% | 506 |
|
|
2022
Q2 | $29K | Sell |
362
-30
| -8% | -$2.4K | ﹤0.01% | 637 |
|
|
2022
Q1 | $37K | Sell |
392
-519
| -57% | -$49K | ﹤0.01% | 635 |
|
|
2021
Q4 | $100K | Sell |
911
-323
| -26% | -$35.5K | 0.01% | 499 |
|
|
2021
Q3 | $131K | Sell |
1,234
-193
| -14% | -$20.5K | 0.01% | 460 |
|
|
2021
Q2 | $153K | Sell |
1,427
-90
| -6% | -$9.65K | 0.02% | 427 |
|
|
2021
Q1 | $152K | Buy |
1,517
+1,423
| +1,514% | +$143K | 0.02% | 422 |
|
|
2020
Q4 | $9K | Sell |
94
-171
| -65% | -$16.4K | ﹤0.01% | 720 |
|
|
2020
Q3 | $23K | Sell |
265
-177
| -40% | -$15.4K | ﹤0.01% | 582 |
|
|
2020
Q2 | $36K | Buy |
+442
| New | +$36K | 0.01% | 515 |
|
|
2018
Q3 | – | Sell |
-78
| Closed | -$6K | – | 741 |
|
|
2018
Q2 | $6K | Buy |
78
+1
| +1% | +$77 | ﹤0.01% | 630 |
|
|
2018
Q1 | $6K | Buy |
+77
| New | +$6K | ﹤0.01% | 618 |
|