Independent Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $519K | Buy |
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|
2025
Q4 | $480K | Sell |
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|
2025
Q3 | $553K | Sell |
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|
2025
Q2 | $593K | Buy |
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|
2025
Q1 | $437K | Sell |
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|
2024
Q4 | $555K | Sell |
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|
2024
Q3 | $710K | Sell |
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|
2024
Q2 | $805K | Buy |
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|
2024
Q1 | $814K | Buy |
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|
2023
Q4 | $629K | Sell |
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|
2023
Q3 | $1.31M | Buy |
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|
2023
Q2 | $1.39M | Buy |
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|
2023
Q1 | $638K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $390K | Sell |
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|
2022
Q1 | $512K | Sell |
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|
2021
Q4 | $937K | Sell |
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|
2021
Q3 | $929K | Sell |
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|
2021
Q2 | $1.03M | Buy |
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|
2021
Q1 | $941K | Buy |
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|
2020
Q4 | $725K | Buy |
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|
2020
Q3 | $625K | Buy |
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|
2020
Q2 | $523K | Buy |
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