Legacy Wealth Asset Management’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 | $295K | Hold |
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|
2025
Q2 | $290K | Hold |
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|
2025
Q1 | $259K | Sell |
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|
2024
Q4 | $865K | Buy |
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|
2024
Q3 | $278K | Hold |
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|
2024
Q2 | $265K | Hold |
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|
2024
Q1 | $269K | Sell |
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|
2023
Q4 | $259K | Buy |
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|
2023
Q3 | $223K | Hold |
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|
2023
Q2 | $247K | Hold |
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|
2023
Q1 | $242K | Hold |
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|
2022
Q4 | $217K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $327K | Buy |
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|
2022
Q1 | $249K | Sell |
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|
2021
Q4 | $1.07M | Buy |
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|
2021
Q3 | $275K | Hold |
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|
2021
Q2 | $278K | Hold |
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|
2021
Q1 | $260K | Hold |
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|
2020
Q4 | $261K | Buy |
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