EFG
Embree Financial Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.56M | Sell |
22,895
-2,121
| -8% | -$238K | 0.39% | 55 |
|
2025
Q1 | $2.5M | Sell |
25,016
-5,446
| -18% | -$545K | 0.42% | 47 |
|
2024
Q4 | $2.95M | Sell |
30,462
-7,315
| -19% | -$708K | 0.5% | 40 |
|
2024
Q3 | $4.07M | Buy |
37,777
+3,802
| +11% | +$409K | 0.72% | 26 |
|
2024
Q2 | $3.48M | Buy |
33,975
+2,748
| +9% | +$281K | 0.67% | 30 |
|
2024
Q1 | $3.24M | Buy |
31,227
+6,093
| +24% | +$632K | 0.64% | 37 |
|
2023
Q4 | $2.43M | Buy |
+25,134
| New | +$2.43M | 0.51% | 48 |
|