Mount Yale Investment Advisors’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
Q2 | $4.24M | Sell |
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|
2025
Q1 | $3.92M | Sell |
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|
2024
Q4 | $5.61M | Sell |
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|
2024
Q3 | $6.49M | Sell |
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|
2024
Q2 | $6.65M | Buy |
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|
2024
Q1 | $5.1M | Buy |
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|
2023
Q4 | $4.38M | Sell |
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|
2023
Q3 | $5.66M | Sell |
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|
2023
Q2 | $7.06M | Buy |
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|
2023
Q1 | $6.66M | Buy |
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|
2022
Q4 | $2.43M | Sell |
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|
2022
Q3 | $4.57M | Buy |
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|
2022
Q2 | $4.46M | Buy |
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|
2022
Q1 | $2.23M | Sell |
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|
2021
Q4 | $8.63M | Buy |
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|
2021
Q3 | $3.58M | Buy |
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|
2021
Q2 | $2.7M | Sell |
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|
2021
Q1 | $2.55M | Sell |
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|
2020
Q4 | $2.62M | Sell |
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|
2020
Q3 | $2.43M | Buy |
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|
2020
Q2 | $2.16M | Buy |
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