Northeast Financial Consultants’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 | $388K | Hold |
3,463
| – | – | 0.02% | 228 |
|
|
2025
Q1 | $346K | Hold |
3,463
| – | – | 0.02% | 227 |
|
|
2024
Q4 | $335K | Hold |
3,463
| – | – | 0.01% | 235 |
|
|
2024
Q3 | $373K | Hold |
3,463
| – | – | 0.02% | 226 |
|
|
2024
Q2 | $354K | Hold |
3,463
| – | – | 0.02% | 217 |
|
|
2024
Q1 | $359K | Hold |
3,463
| – | – | 0.02% | 223 |
|
|
2023
Q4 | $335K | Hold |
3,463
| – | – | 0.02% | 224 |
|
|
2023
Q3 | $299K | Hold |
3,463
| – | – | 0.02% | 226 |
|
|
2023
Q2 | $330K | Hold |
3,463
| – | – | 0.02% | 220 |
|
|
2023
Q1 | $324K | Hold |
3,463
| – | – | 0.02% | 241 |
|
|
2022
Q4 | $290K | Hold |
3,463
| – | – | 0.02% | 249 |
|
|
2022
Q3 | $251K | Hold |
3,463
| – | – | 0.02% | 287 |
|
|
2022
Q2 | $279K | Hold |
3,463
| – | – | 0.02% | 268 |
|
|
2022
Q1 | $333K | Hold |
3,463
| – | – | 0.02% | 288 |
|
|
2021
Q4 | $382K | Buy |
+3,463
| New | +$382K | 0.02% | 252 |
|
|
2021
Q3 | – | Sell |
-3,463
| Closed | -$372K | – | 355 |
|
|
2021
Q2 | $372K | Buy |
+3,463
| New | +$372K | 0.03% | 260 |
|