Essex Savings Bank’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 | $298K | Sell |
2,657
-39
| -1% | -$4.37K | 0.07% | 217 |
|
|
2025
Q1 | $270K | Hold |
2,696
| – | – | 0.07% | 229 |
|
|
2024
Q4 | $261K | Sell |
2,696
-100
| -4% | -$9.68K | 0.06% | 232 |
|
|
2024
Q3 | $301K | Sell |
2,796
-101
| -3% | -$10.9K | 0.08% | 213 |
|
|
2024
Q2 | $296K | Sell |
2,897
-368
| -11% | -$37.6K | 0.08% | 196 |
|
|
2024
Q1 | $316K | Hold |
3,265
| – | – | 0.09% | 189 |
|
|
2023
Q4 | $316K | Hold |
3,265
| – | – | 0.09% | 188 |
|
|
2023
Q3 | $282K | Buy |
+3,265
| New | +$282K | 0.1% | 174 |
|