Empire Life Investments’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.2M | Sell |
37,500
-10,836
| -22% | -$1.21M | 0.27% | 75 |
|
2025
Q1 | $4.83M | Buy |
48,336
+11,100
| +30% | +$1.11M | 0.31% | 73 |
|
2024
Q4 | $3.61M | Buy |
37,236
+1,000
| +3% | +$96.8K | 0.23% | 74 |
|
2024
Q3 | $3.9M | Sell |
36,236
-3,800
| -9% | -$409K | 0.24% | 71 |
|
2024
Q2 | $4.1M | Buy |
40,036
+12,100
| +43% | +$1.24M | 0.26% | 63 |
|
2024
Q1 | $2.9M | Buy |
27,936
+10,600
| +61% | +$1.1M | 0.18% | 66 |
|
2023
Q4 | $1.68M | Buy |
+17,336
| New | +$1.68M | 0.11% | 76 |
|
2022
Q2 | – | Sell |
-5,100
| Closed | -$491K | – | 101 |
|
2022
Q1 | $491K | Sell |
5,100
-1,300
| -20% | -$125K | 0.03% | 91 |
|
2021
Q4 | $706K | Buy |
6,400
+2,700
| +73% | +$298K | 0.04% | 91 |
|
2021
Q3 | $394K | Buy |
3,700
+500
| +16% | +$53.2K | 0.03% | 98 |
|
2021
Q2 | $343K | Sell |
3,200
-1,000
| -24% | -$107K | 0.02% | 96 |
|
2021
Q1 | $422K | Buy |
+4,200
| New | +$422K | 0.03% | 99 |
|