Lido 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 | $280K | Sell |
2,495
-262
| -10% | -$29.4K | ﹤0.01% | 1235 |
|
|
2025
Q1 | $276K | Sell |
2,757
-274
| -9% | -$27.4K | ﹤0.01% | 1157 |
|
|
2024
Q4 | $293K | Buy |
3,031
+1,036
| +52% | +$100K | ﹤0.01% | 1116 |
|
|
2024
Q3 | $215K | Sell |
1,995
-92
| -4% | -$9.91K | ﹤0.01% | 1168 |
|
|
2024
Q2 | $214K | Buy |
+2,087
| New | +$214K | ﹤0.01% | 1134 |
|
|
2023
Q4 | – | Sell |
-3,280
| Closed | -$283K | – | 1179 |
|
|
2023
Q3 | $283K | Buy |
3,280
+439
| +15% | +$37.9K | ﹤0.01% | 844 |
|
|
2023
Q2 | $271K | Sell |
2,841
-179
| -6% | -$17.1K | ﹤0.01% | 876 |
|
|
2023
Q1 | $283K | Sell |
3,020
-2,257
| -43% | -$211K | ﹤0.01% | 801 |
|
|
2022
Q4 | $442K | Buy |
5,277
+2,258
| +75% | +$189K | 0.01% | 568 |
|
|
2022
Q3 | $219K | Sell |
3,019
-2,112
| -41% | -$153K | ﹤0.01% | 754 |
|
|
2022
Q2 | $412K | Sell |
5,131
-8,852
| -63% | -$711K | 0.01% | 524 |
|
|
2022
Q1 | $1.35M | Sell |
13,983
-2,283
| -14% | -$220K | 0.02% | 304 |
|
|
2021
Q4 | $1.79M | Buy |
16,266
+1,594
| +11% | +$176K | 0.02% | 270 |
|
|
2021
Q3 | $1.56M | Buy |
14,672
+10
| +0.1% | +$1.07K | 0.02% | 278 |
|
|
2021
Q2 | $1.57M | Sell |
14,662
-265
| -2% | -$28.4K | 0.02% | 260 |
|
|
2021
Q1 | $1.5M | Buy |
14,927
+1,183
| +9% | +$119K | 0.03% | 245 |
|
|
2020
Q4 | $1.39M | Buy |
+13,744
| New | +$1.39M | 0.03% | 241 |
|
|
2018
Q2 | – | Sell |
-5,036
| Closed | -$404K | – | 407 |
|
|
2018
Q1 | $404K | Buy |
+5,036
| New | +$404K | 0.06% | 215 |
|