Glass Jacobson Investment 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 | $50.8K | Sell |
454
-1,152
| -72% | -$129K | 0.02% | 291 |
|
|
2025
Q1 | $156K | Hold |
1,606
| – | – | 0.05% | 256 |
|
|
2024
Q4 | $156K | Sell |
1,606
-24
| -1% | -$2.32K | 0.05% | 256 |
|
|
2024
Q3 | $175K | Sell |
1,630
-33
| -2% | -$3.55K | 0.06% | 233 |
|
|
2024
Q2 | $170K | Buy |
1,663
+15
| +0.9% | +$1.53K | 0.06% | 229 |
|
|
2024
Q1 | $171K | Sell |
1,648
-84
| -5% | -$8.72K | 0.06% | 226 |
|
|
2023
Q4 | $168K | Sell |
1,732
-79
| -4% | -$7.65K | 0.07% | 222 |
|
|
2023
Q3 | $156K | Buy |
1,811
+460
| +34% | +$39.7K | 0.07% | 224 |
|
|
2023
Q2 | $129K | Buy |
+1,351
| New | +$129K | 0.06% | 231 |
|
|
2022
Q4 | $6.28K | Buy |
+75
| New | +$6.28K | ﹤0.01% | 566 |
|