Oxford Financial Group’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 | $684K | Sell |
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|
2025
Q2 | $710K | Sell |
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|
2025
Q1 | $664K | Sell |
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|
2024
Q4 | $792K | Buy |
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|
2024
Q3 | $799K | Hold |
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|
2024
Q2 | $760K | Hold |
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|
2024
Q1 | $771K | Hold |
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|
2023
Q4 | $719K | Hold |
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|
2023
Q3 | $641K | Sell |
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|
2023
Q2 | $712K | Sell |
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|
2023
Q1 | $784K | Sell |
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|
2022
Q4 | $720K | Buy |
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|
2022
Q3 | $585K | Hold |
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|
2022
Q2 | $649K | Hold |
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|
2022
Q1 | $777K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $22K | Hold |
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|
2021
Q2 | $22K | Buy |
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