Capital Analysts LLC’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 | $452K | Sell |
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|
2025
Q2 | $4.24M | Buy |
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|
2025
Q1 | $3.5M | Sell |
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|
2024
Q4 | $6.09M | Buy |
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|
2024
Q3 | $5.33M | Buy |
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|
2024
Q2 | $3.79M | Buy |
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|
2024
Q1 | $1.49M | Sell |
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|
2023
Q4 | $1.39M | Sell |
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|
2023
Q3 | $1.73M | Sell |
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|
2023
Q2 | $2.29M | Buy |
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|
2023
Q1 | $2.15M | Buy |
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|
2022
Q4 | $1.48M | Buy |
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|
2022
Q3 | $1.13M | Buy |
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|
2022
Q2 | $719K | Buy |
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|
2022
Q1 | $377K | Sell |
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|
2021
Q4 | $454K | Sell |
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|
2021
Q3 | $470K | Sell |
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|
2021
Q2 | $474K | Sell |
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|
2021
Q1 | $465K | Sell |
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|
2020
Q4 | $533K | Sell |
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|
2020
Q3 | $477K | Sell |
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|
2020
Q2 | $583K | Buy |
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|
2020
Q1 | $498K | Sell |
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|
2019
Q4 | $607K | Sell |
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|
2019
Q3 | $568K | Hold |
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|
2019
Q2 | $570K | Buy |
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|
2019
Q1 | $539K | Sell |
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|
2018
Q4 | $552K | Sell |
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|
2018
Q3 | $874K | Hold |
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|
2018
Q2 | $860K | Hold |
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|
2018
Q1 | $878K | Buy |
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|
2017
Q4 | $828K | Buy |
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|
2017
Q3 | $767K | Hold |
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|
2017
Q2 | $733K | Hold |
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|
2017
Q1 | $688K | Buy |
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|
2016
Q4 | $599K | Buy |
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|
2016
Q3 | $581K | Sell |
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|
2016
Q2 | $568K | Sell |
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|
2016
Q1 | $1.31M | Sell |
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|
2015
Q4 | $1.43M | Sell |
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|
2015
Q3 | $1.5M | Buy |
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|
2015
Q2 | $1.62M | Buy |
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|
2015
Q1 | $386K | Buy |
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|
2014
Q4 | $229K | Buy |
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|
2014
Q3 | $122K | Buy |
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|
2014
Q2 | $129K | Buy |
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|
2014
Q1 | $91.3K | Buy |
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|
2013
Q4 | $63.7K | Buy |
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|
2013
Q3 | $6.2K | Hold |
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|
2013
Q2 | $5.62K | Buy |
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