Oakworth Capital’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 | $268K | Hold |
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|
2025
Q2 | $264K | Hold |
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|
2025
Q1 | $236K | Hold |
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|
2024
Q4 | $228K | Hold |
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|
2024
Q3 | $254K | Sell |
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|
2024
Q2 | $260K | Hold |
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|
2024
Q1 | $264K | Sell |
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|
2023
Q4 | $249K | Sell |
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|
2023
Q3 | $224K | Sell |
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|
2023
Q2 | $261K | Sell |
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|
2023
Q1 | $267K | Hold |
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|
2022
Q4 | $238K | Hold |
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|
2022
Q3 | $207K | Sell |
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|
2022
Q2 | $239K | Hold |
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|
2022
Q1 | $286K | Hold |
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|
2021
Q4 | $328K | Hold |
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|
2021
Q3 | $317K | Sell |
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|
2021
Q2 | $324K | Hold |
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|
2021
Q1 | $304K | Sell |
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|
2020
Q4 | $315K | Sell |
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|
2020
Q3 | $308K | Hold |
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|
2020
Q2 | $285K | Hold |
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|
2020
Q1 | $244K | Hold |
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|
2019
Q4 | $297K | Sell |
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|
2019
Q3 | $300K | Hold |
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|
2019
Q2 | $301K | Hold |
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|
2019
Q1 | $289K | Hold |
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|
2018
Q4 | $258K | Hold |
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|
2018
Q3 | $299K | Hold |
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|
2018
Q2 | $294K | Hold |
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|
2018
Q1 | $302K | Hold |
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|
2017
Q4 | $298K | Hold |
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|
2017
Q3 | $284K | Hold |
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|
2017
Q2 | $276K | Sell |
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|
2017
Q1 | $279K | Hold |
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|
2016
Q4 | $253K | Buy |
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|
2016
Q3 | $272K | Buy |
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|
2016
Q2 | $249K | Hold |
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|
2016
Q1 | $246K | Hold |
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|
2015
Q4 | $250K | Buy |
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