Greenwood Capital Associates’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
Q1 | – | Sell |
-5,202
| Closed | -$504K | – | 247 |
|
|
2024
Q4 | $504K | Sell |
5,202
-35,978
| -87% | -$3.48M | 0.07% | 184 |
|
|
2024
Q3 | $4.43M | Sell |
41,180
-3,479
| -8% | -$375K | 0.58% | 58 |
|
|
2024
Q2 | $4.57M | Sell |
44,659
-2,074
| -4% | -$212K | 0.6% | 59 |
|
|
2024
Q1 | $4.85M | Buy |
46,733
+26,485
| +131% | +$2.75M | 0.64% | 55 |
|
|
2023
Q4 | $1.96M | Buy |
+20,248
| New | +$1.96M | 0.25% | 87 |
|
|
2023
Q3 | – | Sell |
-24,358
| Closed | -$2.32M | – | 254 |
|
|
2023
Q2 | $2.32M | Buy |
24,358
+120
| +0.5% | +$11.4K | 0.33% | 77 |
|
|
2023
Q1 | $2.27M | Buy |
+24,238
| New | +$2.27M | 0.33% | 81 |
|
|
2020
Q2 | – | Sell |
-48,985
| Closed | -$3.47M | – | 186 |
|
|
2020
Q1 | $3.47M | Buy |
+48,985
| New | +$3.47M | 1.02% | 43 |
|
|
2019
Q4 | – | Sell |
-22,475
| Closed | -$1.81M | – | 196 |
|
|
2019
Q3 | $1.81M | Buy |
+22,475
| New | +$1.81M | 0.44% | 61 |
|