IDA
Intelligence Driven Advisers’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $202K | Buy |
+1,807
| New | +$202K | 0.03% | 115 |
|
2023
Q4 | – | Sell |
-3,301
| Closed | -$280K | – | 94 |
|
2023
Q3 | $280K | Hold |
3,301
| – | – | 0.05% | 72 |
|
2023
Q2 | $304K | Hold |
3,301
| – | – | 0.05% | 68 |
|
2023
Q1 | $308K | Sell |
3,301
-2,010
| -38% | -$188K | 0.06% | 68 |
|
2022
Q4 | $462K | Sell |
5,311
-202,681
| -97% | -$17.6M | 0.08% | 58 |
|
2022
Q3 | $15.7M | Sell |
207,992
-26,078
| -11% | -$1.97M | 3.15% | 9 |
|
2022
Q2 | $18.8M | Sell |
234,070
-47,480
| -17% | -$3.8M | 3.67% | 8 |
|
2022
Q1 | $26.8M | Sell |
281,550
-115,435
| -29% | -$11M | 4.9% | 5 |
|
2021
Q4 | $39.1M | Buy |
396,985
+13,327
| +3% | +$1.31M | 7.18% | 1 |
|
2021
Q3 | $40.6M | Buy |
383,658
+34,566
| +10% | +$3.66M | 9.11% | 1 |
|
2021
Q2 | $37.5M | Buy |
349,092
+20,087
| +6% | +$2.15M | 7.28% | 1 |
|
2021
Q1 | $33.1M | Buy |
329,005
+9,191
| +3% | +$923K | 7.42% | 1 |
|
2020
Q4 | $32.3M | Sell |
319,814
-48,416
| -13% | -$4.89M | 7.23% | 1 |
|
2020
Q3 | $33.1M | Buy |
+368,230
| New | +$33.1M | 7.76% | 3 |
|
2019
Q1 | – | Sell |
-54,406
| Closed | -$3.76M | – | 96 |
|
2018
Q4 | $3.76M | Buy |
+54,406
| New | +$3.76M | 2.38% | 13 |
|