Legacy Financial Group (Iowa)’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 | $5.88M | Buy |
52,500
+9,363
| +22% | +$1.05M | 0.82% | 29 |
|
|
2025
Q1 | $4.31M | Sell |
43,137
-17,038
| -28% | -$1.7M | 0.66% | 30 |
|
|
2024
Q4 | $5.83M | Buy |
60,175
+6,998
| +13% | +$678K | 0.94% | 26 |
|
|
2024
Q3 | $5.72M | Buy |
53,177
+10,731
| +25% | +$1.16M | 1.1% | 26 |
|
|
2024
Q2 | $4.34M | Buy |
42,446
+1,796
| +4% | +$184K | 0.85% | 28 |
|
|
2024
Q1 | $4.22M | Buy |
40,650
+38,570
| +1,854% | +$4M | 0.85% | 27 |
|
|
2023
Q4 | $201K | Sell |
2,080
-42,567
| -95% | -$4.11M | 0.91% | 29 |
|
|
2023
Q3 | $3.85M | Buy |
44,647
+7,010
| +19% | +$605K | 0.91% | 24 |
|
|
2023
Q2 | $3.59M | Buy |
37,637
+12,783
| +51% | +$1.22M | 0.93% | 27 |
|
|
2023
Q1 | $2.33M | Buy |
24,854
+11,949
| +93% | +$1.12M | 0.64% | 28 |
|
|
2022
Q4 | $1.08M | Buy |
+12,905
| New | +$1.08M | 0.32% | 32 |
|