FineMark National Bank & Trust’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 | $305K | Buy |
2,725
+275
| +11% | +$30.8K | 0.01% | 376 |
|
|
2025
Q1 | $245K | Sell |
2,450
-2,658
| -52% | -$266K | 0.01% | 381 |
|
|
2024
Q4 | $495K | Hold |
5,108
| – | – | 0.02% | 284 |
|
|
2024
Q3 | $550K | Hold |
5,108
| – | – | 0.02% | 274 |
|
|
2024
Q2 | $523K | Sell |
5,108
-982
| -16% | -$100K | 0.02% | 268 |
|
|
2024
Q1 | $632K | Hold |
6,090
| – | – | 0.02% | 249 |
|
|
2023
Q4 | $590K | Buy |
+6,090
| New | +$590K | 0.02% | 258 |
|
|
2023
Q3 | – | Sell |
-3,100
| Closed | -$296K | – | 419 |
|
|
2023
Q2 | $296K | Sell |
3,100
-9
| -0.3% | -$859 | 0.01% | 349 |
|
|
2023
Q1 | $291K | Sell |
3,109
-6,090
| -66% | -$571K | 0.01% | 340 |
|
|
2022
Q4 | $771K | Buy |
+9,199
| New | +$771K | 0.03% | 212 |
|