Milestone Investment Advisors’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 | $861K | Sell |
7,687
-347
| -4% | -$38.9K | 0.22% | 53 |
|
|
2025
Q1 | $803K | Sell |
8,034
-3,561
| -31% | -$356K | 0.22% | 52 |
|
|
2024
Q4 | $1.12M | Sell |
11,595
-575
| -5% | -$55.7K | 0.31% | 45 |
|
|
2024
Q3 | $1.31M | Hold |
12,170
| – | – | 0.37% | 42 |
|
|
2024
Q2 | $1.24M | Buy |
12,170
+462
| +4% | +$47.3K | 0.33% | 44 |
|
|
2024
Q1 | $1.22M | Hold |
11,708
| – | – | 0.33% | 43 |
|
|
2023
Q4 | $1.13M | Hold |
11,708
| – | – | 0.33% | 42 |
|
|
2023
Q3 | $1.01M | Buy |
11,708
+342
| +3% | +$29.5K | 0.29% | 44 |
|
|
2023
Q2 | $1.08M | Sell |
11,366
-26
| -0.2% | -$2.48K | 0.34% | 40 |
|
|
2023
Q1 | $1.07M | Buy |
11,392
+1,013
| +10% | +$94.9K | 0.33% | 40 |
|
|
2022
Q4 | $869K | Buy |
+10,379
| New | +$869K | 0.3% | 40 |
|