Bartlett & Co Wealth Management’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
Q3 | $9.91K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $7.2K | Hold |
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|
2024
Q4 | $6.97K | Hold |
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|
2024
Q3 | $7.75K | Hold |
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|
2024
Q2 | $7.37K | Hold |
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|
2024
Q1 | $7.47K | Hold |
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|
2023
Q4 | $6.97K | Hold |
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|
2023
Q3 | $6.21K | Hold |
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|
2023
Q2 | $6.87K | Hold |
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|
2023
Q1 | $6.75K | Hold |
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|
2022
Q4 | $6.03K | Hold |
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|
2022
Q3 | $5.22K | Hold |
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|
2022
Q2 | $5.79K | Sell |
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|
2022
Q1 | $8.38K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $7.67K | Sell |
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|
2021
Q2 | $63.1K | Sell |
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|
2021
Q1 | $84.2K | Hold |
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|
2020
Q4 | $84.6K | Buy |
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|
2020
Q3 | $6.47K | Sell |
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|
2020
Q2 | $89.3K | Hold |
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|
2020
Q1 | $76.4K | Buy |
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|
2019
Q4 | $86.7K | Hold |
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|
2019
Q3 | $80.8K | Hold |
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|
2019
Q2 | $81K | Hold |
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|
2019
Q1 | $77.7K | Hold |
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|
2018
Q4 | $69.3K | Hold |
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|
2018
Q3 | $80.3K | Hold |
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|
2018
Q2 | $79K | Hold |
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|
2018
Q1 | $80.6K | Buy |
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