OP
ORG Partners’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 | $725K | Buy |
6,510
+3,310
| +103% | +$369K | 0.15% | 127 |
|
|
2025
Q1 | $320K | Sell |
3,200
-78,296
| -96% | -$7.84M | 0.08% | 196 |
|
|
2024
Q4 | $7.89M | Buy |
81,496
+3,615
| +5% | +$350K | 1.07% | 25 |
|
|
2024
Q3 | $8.38M | Buy |
77,881
+334
| +0.4% | +$36K | 1.34% | 17 |
|
|
2024
Q2 | $7.92M | Buy |
+77,547
| New | +$7.92M | 0.99% | 22 |
|
|
2024
Q1 | – | Sell |
-69,413
| Closed | -$6.72M | – | 689 |
|
|
2023
Q4 | $6.72M | Buy |
69,413
+68,080
| +5,107% | +$6.59M | 1.12% | 22 |
|
|
2023
Q3 | $115K | Sell |
1,333
-65,089
| -98% | -$5.62M | 0.03% | 381 |
|
|
2023
Q2 | $6.3M | Buy |
66,422
+1,622
| +3% | +$154K | 1.02% | 19 |
|
|
2023
Q1 | $6.09M | Buy |
+64,800
| New | +$6.09M | 1.48% | 17 |
|