Financial Partners Group (Kansas)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $228K | Hold |
2,051
| – | – | 0.03% | 214 |
|
|
2025
Q4 | $244K | Sell |
2,051
-25
| -1% | -$2.87K | 0.03% | 206 |
|
|
2025
Q3 | $236K | Sell |
2,076
-62
| -3% | -$6.91K | 0.03% | 197 |
|
|
2025
Q2 | $239K | Hold |
2,138
| – | – | 0.03% | 183 |
|
|
2025
Q1 | $214K | Sell |
2,138
-94
| -4% | -$9.58K | 0.03% | 184 |
|
|
2024
Q4 | $216K | Sell |
2,232
-215
| -9% | -$21.8K | 0.03% | 173 |
|
|
2024
Q3 | $263K | Sell |
2,447
-88
| -3% | -$9.13K | 0.04% | 162 |
|
|
2024
Q2 | $259K | Sell |
2,535
-425
| -14% | -$43.4K | 0.04% | 148 |
|
|
2024
Q1 | $307K | Sell |
2,960
-440
| -13% | -$43.8K | 0.05% | 142 |
|
|
2023
Q4 | $329K | Sell |
3,400
-50
| -1% | -$4.48K | 0.06% | 121 |
|
|
2023
Q3 | $302K | Sell |
3,450
-84
| -2% | -$7.74K | 0.06% | 118 |
|
|
2023
Q2 | $330K | Sell |
3,534
-105
| -3% | -$9.99K | 0.07% | 114 |
|
|
2023
Q1 | $341K | Sell |
3,639
-4
| -0.1% | -$360 | 0.08% | 112 |
|
|
2022
Q4 | $334K | Sell |
3,643
-3,628
| -50% | -$293K | 0.07% | 118 |
|
|
2022
Q3 | $528K | Sell |
7,271
-193
| -3% | -$15.7K | 0.14% | 74 |
|
|
2022
Q2 | $601K | Buy |
7,464
+119
| +2% | +$10.3K | 0.15% | 73 |
|
|
2022
Q1 | $707K | Sell |
7,345
-336
| -4% | -$33K | 0.15% | 78 |
|
|
2021
Q4 | $767K | Buy |
7,681
+947
| +14% | +$104K | 0.17% | 72 |
|
|
2021
Q3 | $717K | Buy |
6,734
+704
| +12% | +$77.5K | 0.17% | 74 |
|
|
2021
Q2 | $647K | Buy |
6,030
+698
| +13% | +$74.2K | 0.17% | 70 |
|
|
2021
Q1 | $536K | Buy |
5,332
+380
| +8% | +$38.6K | 0.15% | 73 |
|
|
2020
Q4 | $512K | Buy |
4,952
+1,205
| +32% | +$114K | 0.15% | 69 |
|
|
2020
Q3 | $337K | Buy |
+3,747
| New | +$332K | 0.12% | 79 |
|
Other funds holding EFG
NAMI
PAS
