HighMark Wealth 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 | $76.2K | Buy |
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|
2025
Q2 | $54.4K | Hold |
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|
2025
Q1 | $48.5K | Sell |
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|
2024
Q4 | $52.8K | Hold |
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|
2024
Q3 | $58.6K | Buy |
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|
2024
Q2 | $55.4K | Hold |
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|
2024
Q1 | $56.3K | Hold |
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|
2023
Q4 | $52.5K | Hold |
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|
2023
Q3 | $46.8K | Sell |
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|
2023
Q2 | $51.8K | Buy |
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|
2023
Q1 | $50.5K | Hold |
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|
2022
Q4 | $45.2K | Buy |
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|
2022
Q3 | $39K | Buy |
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|
2022
Q2 | $42K | Buy |
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|
2022
Q1 | $50K | Buy |
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|
2021
Q4 | $54K | Hold |
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|
2021
Q3 | $52K | Hold |
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|
2021
Q2 | $52K | Hold |
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|
2021
Q1 | $49K | Hold |
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|
2020
Q4 | $49K | Buy |
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|
2020
Q3 | $43K | Sell |
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|
2020
Q2 | $43K | Buy |
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|
2020
Q1 | $34K | Sell |
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|
2019
Q4 | $45K | Buy |
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