BSW Wealth Partners’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 | $201K | Sell |
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|
2025
Q2 | $226K | Sell |
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|
2025
Q1 | $203K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $219K | Hold |
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|
2024
Q2 | $208K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $274K | Buy |
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|
2021
Q4 | $314K | Buy |
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|
2021
Q3 | $297K | Sell |
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|
2021
Q2 | $301K | Buy |
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|
2021
Q1 | $280K | Sell |
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|
2020
Q4 | $469K | Sell |
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|
2020
Q3 | $422K | Sell |
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|
2020
Q2 | $394K | Sell |
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|
2020
Q1 | $418K | Buy |
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|
2019
Q4 | $494K | Sell |
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|
2019
Q3 | $473K | Sell |
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|
2019
Q2 | $481K | Sell |
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|
2019
Q1 | $502K | Sell |
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|
2018
Q4 | $708K | Buy |
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|
2018
Q3 | $806K | Buy |
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|
2018
Q2 | $764K | Sell |
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|
2018
Q1 | $780K | Sell |
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|
2017
Q4 | $807K | Buy |
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|
2017
Q3 | $770K | Sell |
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|
2017
Q2 | $779K | Sell |
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|
2017
Q1 | $752K | Sell |
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|
2016
Q4 | $729K | Buy |
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|
2016
Q3 | $11.5K | Sell |
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|
2016
Q2 | $800K | Sell |
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|
2016
Q1 | $834K | Sell |
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|
2015
Q4 | $876K | Sell |
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|
2015
Q3 | $858K | Sell |
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|
2015
Q2 | $1M | Sell |
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|
2015
Q1 | $1.01M | Sell |
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|
2014
Q4 | $1.01M | Sell |
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|
2014
Q3 | $1.09M | Sell |
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|
2014
Q2 | $1.34M | Sell |
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|
2014
Q1 | $1.41M | Sell |
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|
2013
Q4 | $1.9M | Sell |
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|
2013
Q3 | $2.52M | Sell |
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|
2013
Q2 | $2.54M | Buy |
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