Institutional & Family Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $33K | Buy |
322
+1
| +0.3% | +$102 | 0.01% | 286 |
|
|
2024
Q1 | $33.3K | Hold |
321
| – | – | 0.01% | 282 |
|
|
2023
Q4 | $31.1K | Buy |
321
+2
| +0.6% | +$193 | 0.01% | 278 |
|
|
2023
Q3 | $27.6K | Hold |
319
| – | – | ﹤0.01% | 271 |
|
|
2023
Q2 | $30.5K | Buy |
319
+2
| +0.6% | +$191 | 0.01% | 268 |
|
|
2023
Q1 | $29.7K | Hold |
317
| – | – | ﹤0.01% | 266 |
|
|
2022
Q4 | $26.6K | Hold |
317
| – | – | ﹤0.01% | 277 |
|
|
2022
Q3 | $23K | Hold |
317
| – | – | ﹤0.01% | 293 |
|
|
2022
Q2 | $26K | Sell |
317
-327
| -51% | -$26.8K | ﹤0.01% | 287 |
|
|
2022
Q1 | $62K | Sell |
644
-32
| -5% | -$3.08K | 0.01% | 234 |
|
|
2021
Q4 | $75K | Buy |
676
+194
| +40% | +$21.5K | 0.01% | 230 |
|
|
2021
Q3 | $51K | Buy |
482
+168
| +54% | +$17.8K | 0.01% | 318 |
|
|
2021
Q2 | $34K | Buy |
314
+2
| +0.6% | +$217 | 0.01% | 395 |
|
|
2021
Q1 | $31K | Sell |
312
-218
| -41% | -$21.7K | 0.01% | 431 |
|
|
2020
Q4 | $53K | Buy |
530
+1
| +0.2% | +$100 | 0.01% | 315 |
|
|
2020
Q3 | $48K | Hold |
529
| – | – | 0.01% | 287 |
|
|
2020
Q2 | $44K | Buy |
529
+1
| +0.2% | +$83 | 0.01% | 314 |
|
|
2020
Q1 | $38K | Hold |
528
| – | – | 0.01% | 294 |
|
|
2019
Q4 | $46K | Buy |
528
+1
| +0.2% | +$87 | 0.01% | 322 |
|
|
2019
Q3 | $42K | Hold |
527
| – | – | 0.01% | 308 |
|
|
2019
Q2 | $43K | Buy |
527
+2
| +0.4% | +$163 | 0.01% | 325 |
|
|
2019
Q1 | $41K | Hold |
525
| – | – | 0.01% | 344 |
|
|
2018
Q4 | $36K | Buy |
525
+1
| +0.2% | +$69 | 0.01% | 348 |
|
|
2018
Q3 | $42K | Hold |
524
| – | – | 0.01% | 363 |
|
|
2018
Q2 | $41K | Buy |
524
+2
| +0.4% | +$156 | 0.01% | 367 |
|
|
2018
Q1 | $42K | Buy |
+522
| New | +$42K | 0.01% | 344 |
|