Kelly Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $411K | Buy |
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|
2025
Q1 | $347K | Sell |
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|
2024
Q4 | $573K | Buy |
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|
2024
Q3 | $471K | Sell |
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|
2024
Q2 | $469K | Buy |
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|
2024
Q1 | $334K | Sell |
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|
2023
Q4 | $362K | Sell |
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|
2023
Q3 | $4.75M | Sell |
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|
2023
Q2 | $7.28M | Buy |
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|
2023
Q1 | $6.67M | Buy |
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|
2022
Q4 | $2.68M | Buy |
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|
2022
Q3 | $2.08M | Buy |
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|
2022
Q2 | $719K | Sell |
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|
2022
Q1 | $1.67M | Sell |
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|
2021
Q4 | $8.84M | Buy |
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|
2021
Q3 | $749K | Sell |
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|
2021
Q2 | $4.7M | Buy |
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|
2021
Q1 | $468K | Buy |
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|
2020
Q4 | $278K | Buy |
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|
2020
Q3 | $97.8K | Buy |
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|
2020
Q2 | $10K | Buy |
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