Gallagher Fiduciary 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 | $478K | Buy |
4,272
+266
| +7% | +$29.8K | 0.02% | 186 |
|
|
2025
Q1 | $401K | Sell |
4,006
-1,696
| -30% | -$170K | 0.01% | 186 |
|
|
2024
Q4 | $552K | Buy |
5,702
+1,741
| +44% | +$169K | 0.11% | 128 |
|
|
2024
Q3 | $426K | Buy |
3,961
+1,525
| +63% | +$164K | 0.09% | 137 |
|
|
2024
Q2 | $249K | Buy |
2,436
+333
| +16% | +$34.1K | 0.06% | 194 |
|
|
2024
Q1 | $218K | Sell |
2,103
-984
| -32% | -$102K | 0.01% | 178 |
|
|
2023
Q4 | $299K | Sell |
3,087
-60
| -2% | -$5.81K | 0.01% | 144 |
|
|
2023
Q3 | $272K | Buy |
3,147
+838
| +36% | +$72.3K | 0.02% | 138 |
|
|
2023
Q2 | $220K | Buy |
+2,309
| New | +$220K | 0.02% | 198 |
|