FCA
Fortis Capital Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8M | Sell |
71,473
-650
| -0.9% | -$72.8K | 1.43% | 16 |
|
|
2025
Q1 | $7.21M | Buy |
72,123
+69,851
| +3,074% | +$6.99M | 1.46% | 15 |
|
|
2024
Q4 | $244K | Buy |
2,272
+149
| +7% | +$16K | 0.08% | 153 |
|
|
2024
Q3 | $229K | Buy |
+2,123
| New | +$229K | 0.08% | 161 |
|
|
2023
Q2 | – | Sell |
-2,814
| Closed | -$264K | – | 248 |
|
|
2023
Q1 | $264K | Buy |
2,814
+483
| +21% | +$45.2K | 0.14% | 91 |
|
|
2022
Q4 | $195K | Buy |
+2,331
| New | +$195K | 0.12% | 125 |
|