LGT Financial Advisors’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 | $567K | Buy |
5,058
+161
| +3% | +$18K | 1.44% | 17 |
|
|
2025
Q1 | $490K | Sell |
4,897
-2,271
| -32% | -$227K | 1.5% | 16 |
|
|
2024
Q4 | $694K | Buy |
7,168
+1,322
| +23% | +$128K | 1.54% | 15 |
|
|
2024
Q3 | $629K | Sell |
5,846
-146
| -2% | -$15.7K | 1.55% | 17 |
|
|
2024
Q2 | $613K | Buy |
5,992
+2,881
| +93% | +$295K | 1.29% | 16 |
|
|
2024
Q1 | $323K | Buy |
3,111
+244
| +9% | +$25.3K | 0.38% | 57 |
|
|
2023
Q4 | $278K | Sell |
2,867
-580
| -17% | -$56.2K | 0.34% | 65 |
|
|
2023
Q3 | $297K | Buy |
3,447
+993
| +40% | +$85.7K | 0.38% | 59 |
|
|
2023
Q2 | $234K | Buy |
+2,454
| New | +$234K | 0.25% | 101 |
|
|
2023
Q1 | – | Sell |
-1,932
| Closed | -$162K | – | 112 |
|
|
2022
Q4 | $162K | Buy |
+1,932
| New | +$162K | 0.19% | 107 |
|