Marcum Wealth’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
Q1 | – | Sell |
-3,074
| Closed | -$298K | – | 410 |
|
|
2024
Q4 | $298K | Buy |
+3,074
| New | +$298K | 0.03% | 281 |
|
|
2024
Q1 | – | Sell |
-2,709
| Closed | -$262K | – | 402 |
|
|
2023
Q4 | $262K | Buy |
+2,709
| New | +$262K | 0.03% | 283 |
|
|
2022
Q1 | – | Sell |
-7,493
| Closed | -$826K | – | 386 |
|
|
2021
Q4 | $826K | Sell |
7,493
-515
| -6% | -$56.8K | 0.11% | 120 |
|
|
2021
Q3 | $853K | Buy |
8,008
+422
| +6% | +$45K | 0.13% | 107 |
|
|
2021
Q2 | $814K | Sell |
7,586
-14
| -0.2% | -$1.5K | 0.13% | 115 |
|
|
2021
Q1 | $763K | Buy |
+7,600
| New | +$763K | 0.13% | 119 |
|