First Foundation Advisors’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 | $2.66M | Buy |
23,732
+1,595
| +7% | +$179K | 0.1% | 121 |
|
|
2025
Q1 | $2.21M | Buy |
22,137
+1,649
| +8% | +$165K | 0.09% | 116 |
|
|
2024
Q4 | $1.98M | Sell |
20,488
-1,008
| -5% | -$97.6K | 0.07% | 126 |
|
|
2024
Q3 | $2.31M | Sell |
21,496
-644
| -3% | -$69.3K | 0.09% | 118 |
|
|
2024
Q2 | $2.26M | Buy |
22,140
+9,909
| +81% | +$1.01M | 0.09% | 111 |
|
|
2024
Q1 | $1.27M | Buy |
12,231
+667
| +6% | +$69.2K | 0.05% | 153 |
|
|
2023
Q4 | $1.12M | Buy |
11,564
+2,071
| +22% | +$201K | 0.05% | 164 |
|
|
2023
Q3 | $819K | Buy |
9,493
+662
| +7% | +$57.1K | 0.04% | 191 |
|
|
2023
Q2 | $843K | Buy |
8,831
+417
| +5% | +$39.8K | 0.04% | 190 |
|
|
2023
Q1 | $788K | Buy |
8,414
+730
| +10% | +$68.4K | 0.04% | 187 |
|
|
2022
Q4 | $644K | Sell |
7,684
-1,255
| -14% | -$105K | 0.03% | 221 |
|
|
2022
Q3 | $649K | Buy |
8,939
+754
| +9% | +$54.7K | 0.03% | 206 |
|
|
2022
Q2 | $659K | Buy |
8,185
+6,022
| +278% | +$485K | 0.03% | 212 |
|
|
2022
Q1 | $208K | Buy |
+2,163
| New | +$208K | 0.01% | 393 |
|
|
2017
Q1 | – | Sell |
-4,341
| Closed | -$276K | – | 325 |
|
|
2016
Q4 | $276K | Buy |
+4,341
| New | +$276K | 0.02% | 262 |
|
|
2014
Q1 | – | Sell |
-4,244
| Closed | -$303K | – | 202 |
|
|
2013
Q4 | $303K | Buy |
+4,244
| New | +$303K | 0.04% | 142 |
|