LMCG Investments’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 | $778K | Sell |
6,944
-883
| -11% | -$98.9K | 0.05% | 174 |
|
|
2025
Q1 | $783K | Buy |
7,827
+654
| +9% | +$65.4K | 0.05% | 178 |
|
|
2024
Q4 | $695K | Sell |
7,173
-1,073
| -13% | -$104K | 0.04% | 183 |
|
|
2024
Q3 | $888K | Buy |
8,246
+533
| +7% | +$57.4K | 0.05% | 162 |
|
|
2024
Q2 | $789K | Buy |
7,713
+987
| +15% | +$101K | 0.05% | 211 |
|
|
2024
Q1 | $698K | Sell |
6,726
-441
| -6% | -$45.8K | 0.04% | 236 |
|
|
2023
Q4 | $694K | Sell |
7,167
-8
| -0.1% | -$775 | 0.04% | 246 |
|
|
2023
Q3 | $619K | Buy |
7,175
+383
| +6% | +$33.1K | 0.04% | 248 |
|
|
2023
Q2 | $648K | Buy |
6,792
+732
| +12% | +$69.8K | 0.04% | 242 |
|
|
2023
Q1 | $568K | Buy |
6,060
+1,041
| +21% | +$97.5K | 0.04% | 246 |
|
|
2022
Q4 | $420K | Buy |
5,019
+38
| +0.8% | +$3.18K | 0.03% | 270 |
|
|
2022
Q3 | $361K | Buy |
4,981
+203
| +4% | +$14.7K | 0.03% | 290 |
|
|
2022
Q2 | $385K | Buy |
4,778
+1,061
| +29% | +$85.5K | 0.03% | 285 |
|
|
2022
Q1 | $358K | Buy |
+3,717
| New | +$358K | 0.02% | 295 |
|