CIBC Private Wealth Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $149K | Sell |
1,330
-13
| -1% | -$1.46K | ﹤0.01% | 1239 |
|
|
2025
Q1 | $121K | Sell |
1,343
-1,424
| -51% | -$128K | ﹤0.01% | 1282 |
|
|
2024
Q4 | $271K | Buy |
2,767
+1,267
| +84% | +$124K | ﹤0.01% | 1046 |
|
|
2024
Q3 | $161K | Sell |
1,500
-557
| -27% | -$60K | ﹤0.01% | 1288 |
|
|
2024
Q2 | $214K | Sell |
2,057
-280
| -12% | -$29.1K | ﹤0.01% | 1071 |
|
|
2024
Q1 | $242K | Buy |
+2,337
| New | +$242K | ﹤0.01% | 1047 |
|
|
2023
Q4 | – | Sell |
-2,850
| Closed | -$246K | – | 1158 |
|
|
2023
Q3 | $246K | Buy |
+2,850
| New | +$246K | ﹤0.01% | 935 |
|
|
2022
Q3 | – | Sell |
-600
| Closed | -$48K | – | 982 |
|
|
2022
Q2 | $48K | Hold |
600
| – | – | ﹤0.01% | 972 |
|
|
2022
Q1 | $58K | Buy |
+600
| New | +$58K | ﹤0.01% | 1028 |
|
|
2018
Q4 | – | Sell |
-4,357
| Closed | -$349K | – | 885 |
|
|
2018
Q3 | $349K | Sell |
4,357
-5,160
| -54% | -$413K | ﹤0.01% | 840 |
|
|
2018
Q2 | $750K | Sell |
9,517
-27
| -0.3% | -$2.13K | ﹤0.01% | 700 |
|
|
2018
Q1 | $767K | Hold |
9,544
| – | – | ﹤0.01% | 690 |
|
|
2017
Q4 | $771K | Buy |
9,544
+6,290
| +193% | +$508K | ﹤0.01% | 699 |
|
|
2017
Q3 | $252K | Buy |
+3,254
| New | +$252K | ﹤0.01% | 867 |
|