Colonial Trust’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.3K | Sell |
360
-14
| -4% | -$1.57K | 0.01% | 578 |
|
|
2025
Q1 | $37.4K | Hold |
374
| – | – | 0.01% | 589 |
|
|
2024
Q4 | $36.2K | Hold |
374
| – | – | 0.01% | 643 |
|
|
2024
Q3 | $40.3K | Hold |
374
| – | – | 0.01% | 586 |
|
|
2024
Q2 | $38.3K | Hold |
374
| – | – | 0.01% | 555 |
|
|
2024
Q1 | $38.8K | Buy |
374
+42
| +13% | +$4.36K | 0.01% | 553 |
|
|
2023
Q4 | $32.2K | Hold |
332
| – | – | 0.01% | 568 |
|
|
2023
Q3 | $28.7K | Hold |
332
| – | – | 0.01% | 563 |
|
|
2023
Q2 | $31.7K | Hold |
332
| – | – | 0.01% | 536 |
|
|
2023
Q1 | $31.1K | Hold |
332
| – | – | 0.01% | 525 |
|
|
2022
Q4 | $27.8K | Buy |
+332
| New | +$27.8K | 0.01% | 524 |
|