Concord Wealth Partners’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
Q2 | – | Sell |
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|
2025
Q1 | $3.6K | Hold |
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|
2024
Q4 | $3.49K | Hold |
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|
2024
Q3 | $3.88K | Hold |
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|
2024
Q2 | $3.68K | Sell |
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|
2024
Q1 | $10.3K | Sell |
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|
2023
Q4 | $26.1K | Sell |
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|
2023
Q3 | $27.9K | Hold |
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|
2023
Q2 | $30.8K | Buy |
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|
2023
Q1 | $14.5K | Sell |
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|
2022
Q4 | $28.6K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $83K | Buy |
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|
2022
Q1 | $96K | Sell |
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|
2021
Q4 | $112K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $5K | Buy |
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