EFG
Embree Financial Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Buy |
19,735
+15,666
| +385% | +$1.31M | 0.25% | 74 |
|
|
2025
Q1 | $308K | Buy |
4,069
+7
| +0.2% | +$530 | 0.05% | 159 |
|
|
2024
Q4 | $286K | Sell |
4,062
-26
| -0.6% | -$1.83K | 0.05% | 161 |
|
|
2024
Q3 | $319K | Sell |
4,088
-97
| -2% | -$7.57K | 0.06% | 150 |
|
|
2024
Q2 | $304K | Buy |
4,185
+17
| +0.4% | +$1.24K | 0.06% | 143 |
|
|
2024
Q1 | $309K | Sell |
4,168
-749
| -15% | -$55.6K | 0.06% | 147 |
|
|
2023
Q4 | $346K | Buy |
+4,917
| New | +$346K | 0.07% | 135 |
|