Birch Hill Investment Advisors’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 | $621K | Hold |
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|
2025
Q2 | $610K | Hold |
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|
2025
Q1 | $545K | Buy |
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|
2024
Q4 | $520K | Hold |
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|
2024
Q3 | $578K | Hold |
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|
2024
Q2 | $550K | Hold |
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|
2024
Q1 | $558K | Hold |
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|
2023
Q4 | $520K | Hold |
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|
2023
Q3 | $464K | Hold |
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|
2023
Q2 | $513K | Sell |
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|
2023
Q1 | $513K | Hold |
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|
2022
Q4 | $458K | Hold |
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|
2022
Q3 | $397K | Sell |
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|
2022
Q2 | $442K | Buy |
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|
2022
Q1 | $527K | Hold |
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|
2021
Q4 | $604K | Hold |
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|
2021
Q3 | $583K | Sell |
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|
2021
Q2 | $609K | Hold |
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|
2021
Q1 | $570K | Hold |
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|
2020
Q4 | $572K | Sell |
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|
2020
Q3 | $512K | Hold |
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|
2020
Q2 | $473K | Sell |
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|
2020
Q1 | $415K | Sell |
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|
2019
Q4 | $509K | Hold |
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|
2019
Q3 | $474K | Sell |
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|
2019
Q2 | $494K | Hold |
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|
2019
Q1 | $473K | Sell |
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|
2018
Q4 | $428K | Hold |
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|
2018
Q3 | $496K | Hold |
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|
2018
Q2 | $488K | Hold |
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|
2018
Q1 | $498K | Sell |
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|
2017
Q4 | $526K | Sell |
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|
2017
Q3 | $523K | Buy |
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|
2017
Q2 | $465K | Sell |
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|
2017
Q1 | $440K | Hold |
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|
2016
Q4 | $403K | Sell |
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|
2016
Q3 | $453K | Hold |
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|
2016
Q2 | $434K | Hold |
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|
2016
Q1 | $436K | Sell |
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|
2015
Q4 | $462K | Hold |
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|
2015
Q3 | $439K | Hold |
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|
2015
Q2 | $481K | Hold |
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|
2015
Q1 | $482K | Sell |
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|
2014
Q4 | $455K | Sell |
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|
2014
Q3 | $537K | Hold |
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|
2014
Q2 | $572K | Hold |
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|
2014
Q1 | $560K | Sell |
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|
2013
Q4 | $585K | Hold |
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|
2013
Q3 | $558K | Hold |
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|
2013
Q2 | $506K | Buy |
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