Laurel Wealth Advisors (North Carolina)’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 | $3.21M | Buy |
359,234
+356,026
| +11,098% | +$3.18M | 0.05% | 161 |
|
|
2025
Q1 | $321K | Sell |
3,208
-61
| -2% | -$6.1K | 0.05% | 147 |
|
|
2024
Q4 | $316K | Hold |
3,269
| – | – | 0.05% | 148 |
|
|
2024
Q3 | $352K | Hold |
3,269
| – | – | 0.06% | 141 |
|
|
2024
Q2 | $334K | Hold |
3,269
| – | – | 0.06% | 139 |
|
|
2024
Q1 | $339K | Hold |
3,269
| – | – | 0.06% | 141 |
|
|
2023
Q4 | $317K | Sell |
3,269
-55
| -2% | -$5.33K | 0.06% | 141 |
|
|
2023
Q3 | $287K | Hold |
3,324
| – | – | 0.06% | 140 |
|
|
2023
Q2 | $317K | Buy |
3,324
+29
| +0.9% | +$2.77K | 0.06% | 135 |
|
|
2023
Q1 | $309K | Hold |
3,295
| – | – | 0.07% | 137 |
|
|
2022
Q4 | $276K | Buy |
3,295
+7
| +0.2% | +$586 | 0.06% | 139 |
|
|
2022
Q3 | $239K | Hold |
3,288
| – | – | 0.06% | 140 |
|
|
2022
Q2 | $265K | Buy |
3,288
+33
| +1% | +$2.66K | 0.06% | 137 |
|
|
2022
Q1 | $313K | Sell |
3,255
-545
| -14% | -$52.4K | 0.07% | 141 |
|
|
2021
Q4 | $419K | Buy |
3,800
+21
| +0.6% | +$2.32K | 0.09% | 129 |
|
|
2021
Q3 | $402K | Hold |
3,779
| – | – | 0.09% | 130 |
|
|
2021
Q2 | $405K | Buy |
3,779
+28
| +0.7% | +$3K | 0.09% | 133 |
|
|
2021
Q1 | $377K | Buy |
3,751
+322
| +9% | +$32.4K | 0.09% | 129 |
|
|
2020
Q4 | $346K | Buy |
3,429
+132
| +4% | +$13.3K | 0.09% | 128 |
|
|
2020
Q3 | $296K | Buy |
3,297
+371
| +13% | +$33.3K | 0.09% | 127 |
|
|
2020
Q2 | $243K | Buy |
+2,926
| New | +$243K | 0.08% | 127 |
|