Concurrent Investment Advisors’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
$1.12M Sell
2025
Q2
$1.82M Buy
2025
Q1
$1.38M Sell
2024
Q4
$1.78M Sell
2024
Q3
$2.18M Buy
2024
Q2
$2M Buy
2024
Q1
$1.26M Buy
2023
Q4
$851K Buy