Kovitz Investment Group Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Buy |
16,235
+788
| +5% | +$88.3K | 0.01% | 651 |
|
|
2025
Q1 | $1.54M | Buy |
15,447
+1,595
| +12% | +$160K | 0.01% | 628 |
|
|
2024
Q4 | $1.34M | Buy |
13,852
+170
| +1% | +$16.5K | 0.01% | 651 |
|
|
2024
Q3 | $938K | Buy |
13,682
+5,827
| +74% | +$400K | 0.01% | 637 |
|
|
2024
Q2 | $804K | Sell |
7,855
-35
| -0.4% | -$3.58K | 0.01% | 581 |
|
|
2024
Q1 | $819K | Buy |
+7,890
| New | +$819K | 0.01% | 437 |
|