Cornerstone Wealth Management’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 | $374K | Sell |
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|
2025
Q2 | $378K | Sell |
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2025
Q1 | $338K | Sell |
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|
2024
Q4 | $374K | Sell |
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|
2024
Q3 | $448K | Sell |
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|
2024
Q2 | $433K | Sell |
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|
2024
Q1 | $456K | Sell |
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|
2023
Q4 | $431K | Sell |
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|
2023
Q3 | $513K | Hold |
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|
2023
Q2 | $567K | Buy |
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|
2023
Q1 | $488K | Buy |
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|
2022
Q3 | $365K | Sell |
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|
2022
Q2 | $435K | Sell |
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|
2022
Q1 | $581K | Sell |
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|
2021
Q4 | $917K | Buy |
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|
2021
Q3 | $830K | Buy |
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|
2021
Q2 | $808K | Sell |
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|
2021
Q1 | $780K | Sell |
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|
2020
Q4 | $1.99M | Sell |
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|
2020
Q3 | $2.13M | Sell |
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|
2020
Q2 | $2.14M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $2.78M | Buy |
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|
2018
Q2 | $1.98M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $213K | Sell |
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|
2017
Q2 | $204K | Buy |
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