MYIA
Mount Yale Investment 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 | $4.24M | Sell |
37,823
-1,351
| -3% | -$151K | 0.33% | 56 |
|
|
2025
Q1 | $3.92M | Sell |
39,174
-18,758
| -32% | -$1.88M | 0.34% | 56 |
|
|
2024
Q4 | $5.61M | Sell |
57,932
-2,402
| -4% | -$233K | 0.45% | 32 |
|
|
2024
Q3 | $6.49M | Sell |
60,334
-4,641
| -7% | -$500K | 0.62% | 22 |
|
|
2024
Q2 | $6.65M | Buy |
64,975
+15,802
| +32% | +$1.62M | 0.53% | 24 |
|
|
2024
Q1 | $5.1M | Buy |
49,173
+3,977
| +9% | +$413K | 0.39% | 55 |
|
|
2023
Q4 | $4.38M | Sell |
45,196
-20,359
| -31% | -$1.97M | 0.42% | 53 |
|
|
2023
Q3 | $5.66M | Sell |
65,555
-8,428
| -11% | -$727K | 0.62% | 30 |
|
|
2023
Q2 | $7.06M | Buy |
73,983
+2,893
| +4% | +$276K | 0.75% | 14 |
|
|
2023
Q1 | $6.66M | Buy |
71,090
+42,024
| +145% | +$3.94M | 0.75% | 22 |
|
|
2022
Q4 | $2.43M | Sell |
29,066
-33,960
| -54% | -$2.84M | 0.28% | 90 |
|
|
2022
Q3 | $4.57M | Buy |
63,026
+7,644
| +14% | +$555K | 0.61% | 36 |
|
|
2022
Q2 | $4.46M | Buy |
55,382
+32,179
| +139% | +$2.59M | 0.56% | 38 |
|
|
2022
Q1 | $2.23M | Sell |
23,203
-55,027
| -70% | -$5.3M | 0.24% | 99 |
|
|
2021
Q4 | $8.63M | Buy |
78,230
+44,649
| +133% | +$4.92M | 0.9% | 11 |
|
|
2021
Q3 | $3.58M | Buy |
33,581
+8,454
| +34% | +$900K | 0.41% | 61 |
|
|
2021
Q2 | $2.7M | Sell |
25,127
-295
| -1% | -$31.7K | 0.33% | 77 |
|
|
2021
Q1 | $2.55M | Sell |
25,422
-521
| -2% | -$52.3K | 0.33% | 74 |
|
|
2020
Q4 | $2.62M | Sell |
25,943
-1,101
| -4% | -$111K | 0.37% | 71 |
|
|
2020
Q3 | $2.43M | Buy |
27,044
+1,037
| +4% | +$93.2K | 0.35% | 68 |
|
|
2020
Q2 | $2.16M | Buy |
+26,007
| New | +$2.16M | 0.39% | 69 |
|