MFA
Mayflower Financial Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.68M | Sell |
41,826
-2,153
| -5% | -$241K | 0.65% | 39 |
|
2025
Q1 | $4.4M | Sell |
43,979
-25,407
| -37% | -$2.54M | 0.67% | 38 |
|
2024
Q4 | $6.72M | Buy |
69,386
+14,001
| +25% | +$1.36M | 1% | 21 |
|
2024
Q3 | $5.96M | Sell |
55,385
-1,863
| -3% | -$201K | 0.9% | 23 |
|
2024
Q2 | $5.86M | Buy |
57,248
+21,371
| +60% | +$2.19M | 0.96% | 23 |
|
2024
Q1 | $3.72M | Buy |
35,877
+4,226
| +13% | +$439K | 0.62% | 38 |
|
2023
Q4 | $3.07M | Sell |
31,651
-5,382
| -15% | -$521K | 0.42% | 56 |
|
2023
Q3 | $3.2M | Sell |
37,033
-39,668
| -52% | -$3.42M | 0.48% | 46 |
|
2023
Q2 | $7.32M | Sell |
76,701
-5,476
| -7% | -$522K | 0.95% | 24 |
|
2023
Q1 | $7.7M | Buy |
82,177
+37,939
| +86% | +$3.55M | 1.01% | 23 |
|
2022
Q4 | $3.71M | Buy |
44,238
+11,920
| +37% | +$998K | 0.51% | 43 |
|
2022
Q3 | $2.35M | Buy |
32,318
+10,333
| +47% | +$750K | 0.38% | 56 |
|
2022
Q2 | $1.77M | Buy |
21,985
+13,144
| +149% | +$1.06M | 0.27% | 75 |
|
2022
Q1 | $851K | Buy |
8,841
+5,624
| +175% | +$541K | 0.11% | 129 |
|
2021
Q4 | $355K | Buy |
+3,217
| New | +$355K | 0.05% | 241 |
|