Financial Advocates Investment Management’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 | $1.41M | Sell |
12,564
-1,531
| -11% | -$171K | 0.11% | 174 |
|
|
2025
Q1 | $1.41M | Sell |
14,095
-7,734
| -35% | -$773K | 0.1% | 217 |
|
|
2024
Q4 | $2.11M | Buy |
21,829
+19,220
| +737% | +$1.86M | 0.12% | 173 |
|
|
2024
Q3 | $274K | Sell |
2,609
-14,350
| -85% | -$1.5M | 0.02% | 627 |
|
|
2024
Q2 | $3.1M | Buy |
16,959
+11,666
| +220% | +$2.13M | 0.19% | 115 |
|
|
2024
Q1 | $419K | Sell |
5,293
-14,693
| -74% | -$1.16M | 0.02% | 492 |
|
|
2023
Q4 | $922K | Buy |
19,986
+16,268
| +438% | +$750K | 0.06% | 302 |
|
|
2023
Q3 | $330K | Sell |
3,718
-21,103
| -85% | -$1.87M | 0.02% | 495 |
|
|
2023
Q2 | $2.37M | Buy |
24,821
+563
| +2% | +$53.7K | 0.17% | 138 |
|
|
2023
Q1 | $2.27M | Buy |
24,258
+7,619
| +46% | +$714K | 0.16% | 142 |
|
|
2022
Q4 | $1.39M | Sell |
16,639
-1,425
| -8% | -$119K | 0.1% | 221 |
|
|
2022
Q3 | $1.31M | Buy |
18,064
+3,081
| +21% | +$224K | 0.11% | 204 |
|
|
2022
Q2 | $1.21M | Sell |
14,983
-5,448
| -27% | -$439K | 0.1% | 234 |
|
|
2022
Q1 | $1.97M | Sell |
20,431
-5,424
| -21% | -$522K | 0.13% | 196 |
|
|
2021
Q4 | $2.85M | Buy |
25,855
+3,049
| +13% | +$336K | 0.18% | 128 |
|
|
2021
Q3 | $2.43M | Buy |
22,806
+7,396
| +48% | +$787K | 0.16% | 149 |
|
|
2021
Q2 | $1.65M | Buy |
15,410
+771
| +5% | +$82.7K | 0.11% | 220 |
|
|
2021
Q1 | $1.47M | Buy |
14,639
+10,242
| +233% | +$1.03M | 0.1% | 220 |
|
|
2020
Q4 | $455K | Sell |
4,397
-8,138
| -65% | -$842K | 0.03% | 466 |
|
|
2020
Q3 | $1.13M | Sell |
12,535
-1,101
| -8% | -$99K | 0.1% | 221 |
|
|
2020
Q2 | $1.13M | Buy |
+13,636
| New | +$1.13M | 0.11% | 218 |
|