Means Investment Company’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
$205K Hold
2025
Q2
$202K Buy
2025
Q1
Sell
2024
Q4
$223K Sell
2024
Q3
$250K Hold
2024
Q2
$238K Sell
2024
Q1
$255K Sell
2023
Q4
$260K Sell
2023
Q3
$256K Sell
2023
Q2
$339K Sell
2023
Q1
$361K Sell
2022
Q4
$325K Sell
2022
Q3
$289K Sell
2022
Q2
$327K Sell
2022
Q1
$422K Buy
2021
Q4
$471K Buy
2021
Q3
$413K Buy
2021
Q2
$415K Sell
2021
Q1
$392K Buy
2020
Q4
$403K Sell
2020
Q3
$409K Buy