Miller Investment 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 | $252K | Hold |
2,250
| – | – | 0.03% | 91 |
|
|
2025
Q1 | $225K | Sell |
2,250
-205
| -8% | -$20.5K | 0.02% | 92 |
|
|
2024
Q4 | $238K | Hold |
2,455
| – | – | 0.03% | 96 |
|
|
2024
Q3 | $264K | Hold |
2,455
| – | – | 0.03% | 96 |
|
|
2024
Q2 | $251K | Hold |
2,455
| – | – | 0.03% | 96 |
|
|
2024
Q1 | $255K | Sell |
2,455
-15
| -0.6% | -$1.56K | 0.03% | 95 |
|
|
2023
Q4 | $239K | Hold |
2,470
| – | – | 0.03% | 94 |
|
|
2023
Q3 | $213K | Sell |
2,470
-65
| -3% | -$5.61K | 0.03% | 93 |
|
|
2023
Q2 | $242K | Hold |
2,535
| – | – | 0.04% | 90 |
|
|
2023
Q1 | $237K | Hold |
2,535
| – | – | 0.04% | 90 |
|
|
2022
Q4 | $212K | Buy |
+2,535
| New | +$212K | 0.04% | 91 |
|
|
2022
Q3 | – | Sell |
-2,535
| Closed | -$204K | – | 91 |
|
|
2022
Q2 | $204K | Hold |
2,535
| – | – | 0.04% | 88 |
|
|
2022
Q1 | $244K | Hold |
2,535
| – | – | 0.04% | 88 |
|
|
2021
Q4 | $280K | Buy |
+2,535
| New | +$280K | 0.04% | 87 |
|