EFG
Ethos Financial Group’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22M | Sell |
245,846
-135,346
| -36% | -$12.1M | 1.89% | 9 |
|
|
2025
Q1 | $31.2M | Buy |
381,192
+198,513
| +109% | +$16.2M | 2.98% | 4 |
|
|
2024
Q4 | $13.8M | Buy |
182,679
+178,950
| +4,799% | +$13.5M | 1.8% | 12 |
|
|
2024
Q3 | $312K | Buy |
3,729
+1,247
| +50% | +$104K | 0.05% | 196 |
|
|
2024
Q2 | $278K | Buy |
+2,482
| New | +$278K | 0.05% | 209 |
|