Choate 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
Q2 | $577K | Sell |
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|
2025
Q1 | $594K | Sell |
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|
2024
Q4 | $583K | Hold |
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|
2024
Q3 | $649K | Hold |
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|
2024
Q2 | $616K | Hold |
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|
2024
Q1 | $625K | Hold |
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|
2023
Q4 | $584K | Sell |
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|
2023
Q3 | $769K | Hold |
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|
2023
Q2 | $851K | Hold |
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|
2023
Q1 | $835K | Hold |
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|
2022
Q4 | $747K | Hold |
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|
2022
Q3 | $647K | Sell |
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|
2022
Q2 | $743K | Sell |
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|
2022
Q1 | $949K | Hold |
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|
2021
Q4 | $1.09M | Buy |
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|
2021
Q3 | $983K | Sell |
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|
2021
Q2 | $1.03M | Hold |
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|
2021
Q1 | $961K | Buy |
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|
2020
Q4 | $923K | Hold |
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|
2020
Q3 | $822K | Sell |
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|
2020
Q2 | $968K | Hold |
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|
2020
Q1 | $828K | Hold |
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|
2019
Q4 | $1.01M | Hold |
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|
2019
Q3 | $938K | Hold |
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|
2019
Q2 | $941K | Hold |
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|
2019
Q1 | $902K | Hold |
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|
2018
Q4 | $805K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $918K | Buy |
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|
2018
Q1 | $932K | Hold |
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|
2017
Q4 | $936K | Hold |
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|
2017
Q3 | $897K | Hold |
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|
2017
Q2 | $858K | Sell |
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|
2017
Q1 | $1.03M | Sell |
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|
2016
Q4 | $945K | Sell |
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|
2016
Q3 | $1.13M | Buy |
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|
2016
Q2 | $991K | Sell |
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|
2016
Q1 | $1.08M | Sell |
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|
2015
Q4 | $17.6M | Buy |
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|
2015
Q3 | $1.54M | Sell |
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|
2015
Q2 | $1.84M | Sell |
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|
2015
Q1 | $7.14M | Sell |
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|
2014
Q4 | $17.7M | Sell |
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|
2014
Q3 | $32.7M | Sell |
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|
2014
Q2 | $41M | Sell |
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|
2014
Q1 | $46.3M | Sell |
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|
2013
Q4 | $50.6M | Sell |
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|
2013
Q3 | $56.5M | Sell |
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|
2013
Q2 | $60.8M | Buy |
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