Keystone Wealth 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
Q2 | $1.63M | Buy |
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|
2025
Q1 | $1.45M | Sell |
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|
2024
Q4 | $1.46M | Buy |
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|
2024
Q3 | $1.53M | Buy |
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|
2024
Q2 | $1.41M | Buy |
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|
2024
Q1 | $1.3M | Buy |
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|
2023
Q4 | $620K | Sell |
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|
2023
Q3 | $2.13M | Sell |
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|
2023
Q2 | $2.9M | Buy |
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|
2023
Q1 | $342K | Hold |
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|
2022
Q4 | $306K | Sell |
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|
2022
Q3 | $369K | Sell |
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|
2022
Q2 | $529K | Sell |
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|
2022
Q1 | $2.81M | Sell |
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|
2021
Q4 | $3.63M | Buy |
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