IFG Advisory’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 | $1.72M | Sell |
15,373
-50
| -0.3% | -$5.6K | 0.09% | 248 |
|
2025
Q1 | $1.54M | Sell |
15,423
-12,409
| -45% | -$1.24M | 0.09% | 245 |
|
2024
Q4 | $2.69M | Buy |
27,832
+4,996
| +22% | +$484K | 0.15% | 162 |
|
2024
Q3 | $2.46M | Sell |
22,836
-5,342
| -19% | -$575K | 0.16% | 171 |
|
2024
Q2 | $2.88M | Buy |
28,178
+9,483
| +51% | +$970K | 0.18% | 141 |
|
2024
Q1 | $1.94M | Buy |
18,695
+622
| +3% | +$64.6K | 0.14% | 186 |
|
2023
Q4 | $1.75M | Sell |
18,073
-5,328
| -23% | -$516K | 0.13% | 187 |
|
2023
Q3 | $2.02M | Buy |
23,401
+1,270
| +6% | +$110K | 0.17% | 158 |
|
2023
Q2 | $2.11M | Buy |
22,131
+3,503
| +19% | +$334K | 0.19% | 155 |
|
2023
Q1 | $1.75M | Buy |
18,628
+5,532
| +42% | +$518K | 0.16% | 156 |
|
2022
Q4 | $1.1M | Buy |
13,096
+79
| +0.6% | +$6.61K | 0.11% | 199 |
|
2022
Q3 | $944K | Buy |
13,017
+1,204
| +10% | +$87.3K | 0.09% | 220 |
|
2022
Q2 | $950K | Sell |
11,813
-3,986
| -25% | -$321K | 0.1% | 195 |
|
2022
Q1 | $1.52M | Buy |
15,799
+1,790
| +13% | +$172K | 0.15% | 154 |
|
2021
Q4 | $1.55M | Buy |
14,009
+3,505
| +33% | +$387K | 0.15% | 155 |
|
2021
Q3 | $1.12M | Buy |
10,504
+45
| +0.4% | +$4.79K | 0.12% | 187 |
|
2021
Q2 | $1.12M | Sell |
10,459
-60
| -0.6% | -$6.44K | 0.12% | 188 |
|
2021
Q1 | $1.06M | Buy |
10,519
+2,197
| +26% | +$221K | 0.13% | 182 |
|
2020
Q4 | $839K | Sell |
8,322
-154
| -2% | -$15.5K | 0.12% | 195 |
|
2020
Q3 | $761K | Buy |
8,476
+2,785
| +49% | +$250K | 0.12% | 183 |
|
2020
Q2 | $473K | Buy |
+5,691
| New | +$473K | 0.09% | 230 |
|