Optimum Investment Advisors’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 | $50.1K | Hold |
447
| – | – | 0.02% | 341 |
|
|
2025
Q1 | $44.7K | Hold |
447
| – | – | 0.02% | 352 |
|
|
2024
Q4 | $43.3K | Hold |
447
| – | – | 0.02% | 358 |
|
|
2024
Q3 | $48.1K | Hold |
447
| – | – | 0.02% | 357 |
|
|
2024
Q2 | $45.7K | Hold |
447
| – | – | 0.02% | 366 |
|
|
2024
Q1 | $46.4K | Hold |
447
| – | – | 0.02% | 377 |
|
|
2023
Q4 | $43.3K | Hold |
447
| – | – | 0.02% | 369 |
|
|
2023
Q3 | $38.6K | Hold |
447
| – | – | 0.02% | 396 |
|
|
2023
Q2 | $42.6K | Hold |
447
| – | – | 0.02% | 389 |
|
|
2023
Q1 | $41.9K | Hold |
447
| – | – | 0.02% | 392 |
|
|
2022
Q4 | $37.4K | Hold |
447
| – | – | 0.02% | 421 |
|
|
2022
Q3 | $32K | Hold |
447
| – | – | 0.02% | 441 |
|
|
2022
Q2 | $36K | Hold |
447
| – | – | 0.02% | 442 |
|
|
2022
Q1 | $43K | Hold |
447
| – | – | 0.02% | 461 |
|
|
2021
Q4 | $49K | Hold |
447
| – | – | 0.02% | 462 |
|
|
2021
Q3 | $48K | Hold |
447
| – | – | 0.02% | 458 |
|
|
2021
Q2 | $48K | Buy |
447
+200
| +81% | +$21.5K | 0.02% | 516 |
|
|
2021
Q1 | $25K | Hold |
247
| – | – | 0.01% | 628 |
|
|
2020
Q4 | $25K | Hold |
247
| – | – | 0.01% | 592 |
|
|
2020
Q3 | $22K | Buy |
+247
| New | +$22K | 0.01% | 588 |
|