Concurrent Investment Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Buy |
16,295
+2,461
| +18% | +$276K | 0.04% | 453 |
|
|
2025
Q1 | $1.38M | Sell |
13,834
-4,578
| -25% | -$458K | 0.03% | 450 |
|
|
2024
Q4 | $1.78M | Sell |
18,412
-1,855
| -9% | -$180K | 0.05% | 351 |
|
|
2024
Q3 | $2.18M | Buy |
20,267
+740
| +4% | +$79.7K | 0.06% | 289 |
|
|
2024
Q2 | $2M | Buy |
19,527
+7,399
| +61% | +$757K | 0.07% | 276 |
|
|
2024
Q1 | $1.26M | Buy |
12,128
+3,346
| +38% | +$347K | 0.05% | 335 |
|
|
2023
Q4 | $851K | Buy |
+8,782
| New | +$851K | 0.04% | 358 |
|