GeoWealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $197K | Sell |
|
|||||
|
2025
Q2 | $573K | Buy |
|
|||||
|
2025
Q1 | $490K | Sell |
|
|||||
|
2024
Q4 | $689K | Buy |
|
|||||
|
2024
Q3 | $679K | Buy |
|
|||||
|
2024
Q2 | $557K | Buy |
|
|||||
|
2024
Q1 | $359K | Sell |
|
|||||
|
2023
Q4 | $424K | Buy |
|
|||||
|
2023
Q3 | $277K | Buy |
|
|||||
|
2023
Q2 | $293K | Buy |
|
|||||
|
2023
Q1 | $147K | Buy |
|
|||||
|
2022
Q4 | $78K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $269K | Sell |
|
|||||
|
2021
Q4 | $2.14M | Sell |
|
|||||
|
2021
Q3 | $2.78M | Sell |
|
|||||
|
2021
Q2 | $2.85M | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $3.45M | Buy |
|