Commonwealth Financial Services’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
$257K Sell
2,292
-58,303
-96% -$6.53M 0.05% 176
2025
Q1
$6.06M Buy
60,595
+4,054
+7% +$405K 1.24% 29
2024
Q4
$5.47M Buy
56,541
+5,416
+11% +$524K 1.07% 31
2024
Q3
$5.46M Buy
51,125
+2,602
+5% +$278K 1.08% 30
2024
Q2
$5.04M Buy
48,523
+20,203
+71% +$2.1M 1.03% 29
2024
Q1
$2.74M Sell
28,320
-45
-0.2% -$4.36K 0.65% 35
2023
Q4
$2.75M Buy
28,365
+3,157
+13% +$306K 0.65% 35
2023
Q3
$2.18M Buy
+25,208
New +$2.18M 0.65% 34