Blue Bell Private Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Blue Bell Private Wealth Management’s Portfolio EFG Stock Details EFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.83K	Hold	61	–	–	﹤0.01%	558
2025 Q1	$6.1K	Hold	61	–	–	﹤0.01%	558
2024 Q4	$5.91K	Hold	61	–	–	﹤0.01%	533
2024 Q3	$6.57K	Hold	61	–	–	﹤0.01%	554
2024 Q2	$6.24K	Hold	61	–	–	﹤0.01%	555
2024 Q1	$6.33K	Hold	61	–	–	﹤0.01%	555
2023 Q4	$5.91K	Hold	61	–	–	﹤0.01%	549
2023 Q3	$5.26K	Hold	61	–	–	﹤0.01%	496
2023 Q2	$5.82K	Hold	61	–	–	﹤0.01%	484
2023 Q1	$5.71K	Hold	61	–	–	﹤0.01%	448
2022 Q4	$5.11K	Hold	61	–	–	﹤0.01%	459
2022 Q3	$4K	Hold	61	–	–	﹤0.01%	497
2022 Q2	$5K	Hold	61	–	–	﹤0.01%	498
2022 Q1	$6K	Hold	61	–	–	﹤0.01%	511
2021 Q4	$7K	Buy	+61	New	+$7K	﹤0.01%	459
2021 Q3	–	Sell	-50	Closed	-$5K	–	174
2021 Q2	$5K	Sell	50 -50	-50%	-$5K	﹤0.01%	158
2021 Q1	$10K	Hold	100	–	–	﹤0.01%	142
2020 Q4	$10K	Hold	100	–	–	﹤0.01%	133
2020 Q3	$9K	Hold	100	–	–	﹤0.01%	140
2020 Q2	$10K	Hold	100	–	–	﹤0.01%	150
2020 Q1	$7K	Hold	100	–	–	﹤0.01%	157
2019 Q4	$9K	Hold	100	–	–	﹤0.01%	156
2019 Q3	$8K	Hold	100	–	–	﹤0.01%	154
2019 Q2	$8K	Hold	100	–	–	﹤0.01%	156
2019 Q1	$8K	Hold	100	–	–	﹤0.01%	155
2018 Q4	$7K	Hold	100	–	–	﹤0.01%	168
2018 Q3	$8K	Hold	100	–	–	﹤0.01%	172
2018 Q2	$8K	Hold	100	–	–	﹤0.01%	166
2018 Q1	$8K	Hold	100	–	–	﹤0.01%	175
2017 Q4	$8K	Hold	100	–	–	﹤0.01%	179
2017 Q3	$8K	Hold	100	–	–	﹤0.01%	183
2017 Q2	$7K	Hold	100	–	–	﹤0.01%	191
2017 Q1	$7K	Hold	100	–	–	﹤0.01%	190
2016 Q4	$7K	Hold	100	–	–	﹤0.01%	202
2016 Q3	$7K	Hold	100	–	–	﹤0.01%	363
2016 Q2	$7K	Hold	100	–	–	﹤0.01%	370
2016 Q1	$7K	Hold	100	–	–	﹤0.01%	379
2015 Q4	$7K	Hold	100	–	–	﹤0.01%	390
2015 Q3	$6K	Hold	100	–	–	﹤0.01%	393
2015 Q2	$7K	Hold	100	–	–	﹤0.01%	381
2015 Q1	$7K	Hold	100	–	–	﹤0.01%	378
2014 Q4	$6K	Hold	100	–	–	﹤0.01%	392
2014 Q3	$7K	Hold	100	–	–	﹤0.01%	401
2014 Q2	$7K	Hold	100	–	–	﹤0.01%	372
2014 Q1	$7K	Hold	100	–	–	﹤0.01%	350
2013 Q4	$7K	Buy	+100	New	+$7K	0.01%	365