IFP 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 | $4.07M | Buy |
36,326
+3,582
| +11% | +$401K | 0.12% | 189 |
|
|
2025
Q1 | $3.27M | Sell |
32,744
-7,398
| -18% | -$740K | 0.1% | 229 |
|
|
2024
Q4 | $3.89M | Buy |
40,142
+6,128
| +18% | +$593K | 0.13% | 176 |
|
|
2024
Q3 | $3.66M | Sell |
34,014
-27,365
| -45% | -$2.95M | 0.13% | 162 |
|
|
2024
Q2 | $6.28M | Buy |
61,379
+11,934
| +24% | +$1.22M | 0.25% | 84 |
|
|
2024
Q1 | $5.13M | Sell |
49,445
-25,275
| -34% | -$2.62M | 0.23% | 98 |
|
|
2023
Q4 | $7.24M | Sell |
74,720
-5,298
| -7% | -$513K | 0.34% | 66 |
|
|
2023
Q3 | $6.91M | Buy |
80,018
+2,955
| +4% | +$255K | 0.31% | 74 |
|
|
2023
Q2 | $7.35M | Buy |
77,063
+47,697
| +162% | +$4.55M | 0.31% | 67 |
|
|
2023
Q1 | $1.67M | Sell |
29,366
-9,951
| -25% | -$566K | 0.07% | 269 |
|
|
2022
Q4 | $2.27M | Sell |
39,317
-12,904
| -25% | -$745K | 0.06% | 340 |
|
|
2022
Q3 | $3.1M | Buy |
52,221
+8,214
| +19% | +$488K | 0.08% | 269 |
|
|
2022
Q2 | $2.58M | Hold |
44,007
| – | – | 0.08% | 286 |
|
|
2022
Q1 | $2.58M | Buy |
44,007
+24,168
| +122% | +$1.42M | 0.08% | 286 |
|
|
2021
Q4 | $2.19M | Sell |
19,839
-238
| -1% | -$26.2K | 0.04% | 242 |
|
|
2021
Q3 | $2.15M | Buy |
20,077
+5,985
| +42% | +$639K | 0.04% | 235 |
|
|
2021
Q2 | $1.51M | Buy |
14,092
+1,157
| +9% | +$124K | 0.03% | 299 |
|
|
2021
Q1 | $1.31M | Sell |
12,935
-16,024
| -55% | -$1.62M | 0.03% | 314 |
|
|
2020
Q4 | $2.93M | Buy |
28,959
+807
| +3% | +$81.7K | 0.12% | 148 |
|
|
2020
Q3 | $2.54M | Buy |
28,152
+11,747
| +72% | +$1.06M | 0.15% | 136 |
|
|
2020
Q2 | $1.36M | Buy |
16,405
+13,165
| +406% | +$1.09M | 0.11% | 200 |
|
|
2020
Q1 | $233K | Buy |
3,240
+2,435
| +302% | +$175K | 0.02% | 527 |
|
|
2019
Q4 | $70K | Sell |
805
-3,166
| -80% | -$275K | 0.01% | 1107 |
|
|
2019
Q3 | $316K | Buy |
+3,971
| New | +$316K | 0.02% | 616 |
|
|
2019
Q1 | $305K | Buy |
3,957
+2,577
| +187% | +$199K | 0.04% | 372 |
|
|
2018
Q4 | $95K | Sell |
1,380
-2,027
| -59% | -$140K | 0.01% | 1215 |
|
|
2018
Q3 | $273K | Buy |
3,407
+1,074
| +46% | +$86.1K | 0.01% | 913 |
|
|
2018
Q2 | $184K | Sell |
2,333
-307
| -12% | -$24.2K | 0.01% | 1097 |
|
|
2018
Q1 | $213K | Hold |
2,640
| – | – | 0.01% | 963 |
|
|
2017
Q4 | $213K | Buy |
2,640
+384
| +17% | +$31K | 0.01% | 961 |
|
|
2017
Q3 | $175K | Buy |
2,256
+516
| +30% | +$40K | 0.01% | 1211 |
|
|
2017
Q2 | $129K | Buy |
1,740
+213
| +14% | +$15.8K | 0.01% | 1383 |
|
|
2017
Q1 | $106K | Buy |
1,527
+106
| +7% | +$7.36K | ﹤0.01% | 1453 |
|
|
2016
Q4 | $91K | Buy |
1,421
+86
| +6% | +$5.51K | ﹤0.01% | 1506 |
|
|
2016
Q3 | $91K | Sell |
1,335
-2,028
| -60% | -$138K | ﹤0.01% | 1418 |
|
|
2016
Q2 | $220K | Sell |
3,363
-594
| -15% | -$38.9K | 0.01% | 921 |
|
|
2016
Q1 | $305K | Buy |
3,957
+323
| +9% | +$24.9K | 0.04% | 372 |
|
|
2015
Q4 | $244K | Buy |
+3,634
| New | +$244K | 0.02% | 753 |
|