Montecito Bank & Trust’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 | $626K | Buy |
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|
2025
Q1 | $561K | Sell |
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|
2024
Q4 | $544K | Sell |
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|
2024
Q3 | $646K | Buy |
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|
2024
Q2 | $564K | Buy |
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|
2024
Q1 | $569K | Buy |
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|
2023
Q4 | $378K | Sell |
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|
2023
Q3 | $349K | Sell |
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|
2023
Q2 | $441K | Buy |
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|
2023
Q1 | $419K | Buy |
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|
2022
Q4 | $365K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $202K | Sell |
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|
2022
Q1 | $256K | Sell |
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|
2021
Q4 | $301K | Buy |
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|
2021
Q3 | $287K | Hold |
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|
2021
Q2 | $289K | Sell |
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|
2021
Q1 | $325K | Sell |
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|
2020
Q4 | $503K | Sell |
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|
2020
Q3 | $722K | Sell |
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|
2020
Q2 | $772K | Buy |
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