Collective Family Office’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 | $940K | Hold |
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|
2025
Q2 | $925K | Hold |
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|
2025
Q1 | $826K | Hold |
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|
2024
Q4 | $799K | Hold |
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|
2024
Q3 | $889K | Sell |
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|
2024
Q2 | $870K | Hold |
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|
2024
Q1 | $883K | Sell |
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|
2023
Q4 | $896K | Sell |
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|
2023
Q3 | $1.12M | Buy |
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|
2023
Q2 | $1.13M | Buy |
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|
2023
Q1 | $848K | Buy |
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|
2022
Q4 | $712K | Sell |
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|
2022
Q3 | $624K | Sell |
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|
2022
Q2 | $793K | Hold |
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|
2022
Q1 | $948K | Buy |
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|
2021
Q4 | $1.01M | Hold |
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|
2021
Q3 | $980K | Sell |
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|
2021
Q2 | $1.02M | Hold |
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|
2021
Q1 | $952K | Sell |
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|
2020
Q4 | $1.36M | Buy |
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