Marks Group Wealth Management’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 | $5.43M | Sell |
48,458
-2,148
| -4% | -$241K | 0.5% | 78 |
|
|
2025
Q1 | $5.06M | Sell |
50,606
-25,704
| -34% | -$2.57M | 0.49% | 76 |
|
|
2024
Q4 | $7.39M | Buy |
76,310
+2,707
| +4% | +$262K | 0.73% | 62 |
|
|
2024
Q3 | $7.92M | Sell |
73,603
-9,642
| -12% | -$1.04M | 0.76% | 70 |
|
|
2024
Q2 | $8.52M | Buy |
83,245
+32,079
| +63% | +$3.28M | 0.9% | 26 |
|
|
2024
Q1 | $5.31M | Buy |
51,166
+1,870
| +4% | +$194K | 0.56% | 74 |
|
|
2023
Q4 | $4.77M | Sell |
49,296
-21,781
| -31% | -$2.11M | 0.54% | 76 |
|
|
2023
Q3 | $6.13M | Buy |
71,077
+4,235
| +6% | +$365K | 0.76% | 55 |
|
|
2023
Q2 | $6.38M | Buy |
66,842
+2,649
| +4% | +$253K | 0.76% | 58 |
|
|
2023
Q1 | $6.01M | Buy |
64,193
+11,728
| +22% | +$1.1M | 0.77% | 55 |
|
|
2022
Q4 | $4.39M | Sell |
52,465
-601
| -1% | -$50.3K | 0.6% | 72 |
|
|
2022
Q3 | $3.85M | Buy |
53,066
+1,028
| +2% | +$74.6K | 0.59% | 70 |
|
|
2022
Q2 | $4.19M | Buy |
52,038
+900
| +2% | +$72.4K | 0.6% | 71 |
|
|
2022
Q1 | $4.92M | Sell |
51,138
-13,485
| -21% | -$1.3M | 0.62% | 69 |
|
|
2021
Q4 | $7.12M | Buy |
64,623
+54,183
| +519% | +$5.97M | 0.87% | 23 |
|
|
2021
Q3 | $1.11M | Buy |
10,440
+2,224
| +27% | +$237K | 0.15% | 145 |
|
|
2021
Q2 | $877K | Buy |
+8,216
| New | +$877K | 0.12% | 147 |
|