Clearstead 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
Q3 | – | Sell |
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|
2025
Q2 | $10.8K | Sell |
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|
2025
Q1 | $25.1K | Buy |
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|
2024
Q4 | $3.87K | Buy |
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|
2024
Q3 | $2.26K | Sell |
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|
2024
Q2 | $34K | Hold |
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|
2024
Q1 | $34.2K | Sell |
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|
2023
Q4 | $148K | Sell |
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|
2023
Q3 | $1.21M | Buy |
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|
2023
Q2 | $738K | Sell |
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|
2023
Q1 | $768K | Sell |
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|
2022
Q4 | $882K | Buy |
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|
2022
Q3 | $484K | Sell |
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|
2022
Q2 | $1.57M | Buy |
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|
2022
Q1 | $1.68M | Buy |
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|
2021
Q4 | $11K | Buy |
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|
2021
Q3 | $2K | Hold |
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|
2021
Q2 | $2K | Hold |
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|
2021
Q1 | $2K | Hold |
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|
2020
Q4 | $2K | Hold |
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|
2020
Q3 | $2K | Sell |
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|
2020
Q2 | $36K | Sell |
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|
2020
Q1 | $228K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.2M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $245K | Sell |
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|
2017
Q2 | $468K | Hold |
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|
2017
Q1 | $440K | Sell |
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|
2016
Q4 | $611K | Buy |
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