EP Wealth Advisors’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
Q2 | $23.1M | Sell |
|
|||||
|
2025
Q1 | $22.4M | Sell |
|
|||||
|
2024
Q4 | $24.4M | Sell |
|
|||||
|
2024
Q3 | $40.6M | Sell |
|
|||||
|
2024
Q2 | $42.1M | Buy |
|
|||||
|
2024
Q1 | $1.89M | Sell |
|
|||||
|
2023
Q4 | $1.87M | Buy |
|
|||||
|
2023
Q3 | $1.39M | Sell |
|
|||||
|
2023
Q2 | $1.45M | Buy |
|
|||||
|
2023
Q1 | $287K | Sell |
|
|||||
|
2022
Q4 | $1.2M | Sell |
|
|||||
|
2022
Q3 | $1.96M | Buy |
|
|||||
|
2022
Q2 | $897K | Sell |
|
|||||
|
2022
Q1 | $4.84M | Buy |
|
|||||
|
2021
Q4 | $1.66M | Buy |
|
|||||
|
2021
Q3 | $1.42M | Buy |
|
|||||
|
2021
Q2 | $1.42M | Sell |
|
|||||
|
2021
Q1 | $1.51M | Buy |
|
|||||
|
2016
Q2 | – | Sell |
|
|||||
|
2016
Q1 | $308K | Buy |
|
|||||
|
2015
Q4 | – | Sell |
|
|||||
|
2015
Q3 | $233K | Buy |
|