CAM
Cobblestone Asset Management’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 | $4.27M | Sell |
38,119
-4,465
| -10% | -$500K | 2.25% | 13 |
|
2025
Q1 | $4.26M | Sell |
42,584
-33,844
| -44% | -$3.38M | 2.49% | 12 |
|
2024
Q4 | $7.4M | Buy |
76,428
+11,072
| +17% | +$1.07M | 4.83% | 7 |
|
2024
Q3 | $7.04M | Sell |
65,356
-6,574
| -9% | -$708K | 4.23% | 9 |
|
2024
Q2 | $7.36M | Buy |
71,930
+25,057
| +53% | +$2.56M | 4.77% | 8 |
|
2024
Q1 | $4.86M | Buy |
+46,873
| New | +$4.86M | 3.3% | 11 |
|