Lloyd Advisory Services’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 | $615K | Sell |
|
|||||
|
2025
Q2 | $703K | Sell |
|
|||||
|
2025
Q1 | $708K | Sell |
|
|||||
|
2024
Q4 | $825K | Buy |
|
|||||
|
2024
Q3 | $806K | Sell |
|
|||||
|
2024
Q2 | $832K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $480K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $308K | Sell |
|
|||||
|
2022
Q1 | $369K | Sell |
|
|||||
|
2021
Q4 | $515K | Buy |
|
|||||
|
2021
Q3 | $261K | Buy |
|
|||||
|
2021
Q2 | $241K | Buy |
|
|||||
|
2021
Q1 | $208K | Sell |
|
|||||
|
2020
Q4 | $210K | Sell |
|
|||||
|
2020
Q3 | $202K | Sell |
|
|||||
|
2020
Q2 | $228K | Buy |
|
|||||
|
2020
Q1 | $166K | Buy |
|
|||||
|
2019
Q4 | $171K | Buy |
|