Beacon Financial Group’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 | $594K | Sell |
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|
2025
Q2 | $727K | Sell |
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|
2025
Q1 | $733K | Sell |
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|
2024
Q4 | $798K | Buy |
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|
2024
Q3 | $739K | Sell |
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|
2024
Q2 | $770K | Buy |
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|
2024
Q1 | $704K | Buy |
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|
2023
Q4 | $552K | Buy |
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|
2023
Q3 | $519K | Sell |
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|
2023
Q2 | $587K | Buy |
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|
2023
Q1 | $581K | Buy |
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|
2022
Q4 | $307K | Sell |
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|
2022
Q3 | $328K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $403K | Buy |
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|
2021
Q3 | $373K | Hold |
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|
2021
Q2 | $372K | Sell |
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|
2021
Q1 | $379K | Hold |
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|
2020
Q4 | $379K | Buy |
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