Global Wealth Management Investment Advisory’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
Q2 | $1.19M | Buy |
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|
2025
Q1 | $1.03M | Buy |
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|
2024
Q4 | $994K | Sell |
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|
2024
Q3 | $1.12M | Sell |
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|
2024
Q2 | $1.07M | Buy |
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|
2024
Q1 | $1.05M | Sell |
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|
2023
Q4 | $1.06M | Sell |
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|
2023
Q3 | $1.07M | Sell |
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|
2023
Q2 | $1.25M | Sell |
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|
2023
Q1 | $1.43M | Sell |
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|
2022
Q4 | $1.44M | Sell |
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|
2022
Q3 | $1.34M | Buy |
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|
2022
Q2 | $1.44M | Sell |
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|
2022
Q1 | $2.46M | Sell |
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|
2021
Q4 | $3.06M | Sell |
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|
2021
Q3 | $3.06M | Sell |
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|
2021
Q2 | $3.12M | Buy |
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|
2021
Q1 | $2.9M | Sell |
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|
2020
Q4 | $2.93M | Sell |
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|
2020
Q3 | $2.72M | Sell |
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|
2020
Q2 | $3.08M | Buy |
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|
2020
Q1 | $2.23M | Sell |
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|
2019
Q4 | $3.02M | Sell |
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|
2019
Q3 | $2.82M | Buy |
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|
2019
Q2 | $2.79M | Sell |
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|
2019
Q1 | $2.79M | Buy |
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|
2018
Q4 | $2.16M | Buy |
|