Patriot Financial Group Insurance Agency’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 | $331K | Sell |
|
|||||
|
2025
Q2 | $1.2M | Buy |
|
|||||
|
2025
Q1 | $1.06M | Sell |
|
|||||
|
2024
Q4 | $1.71M | Buy |
|
|||||
|
2024
Q3 | $1.53M | Sell |
|
|||||
|
2024
Q2 | $1.67M | Buy |
|
|||||
|
2024
Q1 | $872K | Buy |
|
|||||
|
2023
Q4 | $741K | Sell |
|
|||||
|
2023
Q3 | $763K | Sell |
|
|||||
|
2023
Q2 | $1.35M | Sell |
|
|||||
|
2023
Q1 | $1.63M | Buy |
|
|||||
|
2022
Q4 | $1.15M | Sell |
|
|||||
|
2022
Q3 | $1.05M | Sell |
|
|||||
|
2022
Q2 | $1.36M | Sell |
|
|||||
|
2022
Q1 | $1.95M | Sell |
|
|||||
|
2021
Q4 | $2.89M | Buy |
|
|||||
|
2021
Q3 | $2.49M | Buy |
|
|||||
|
2021
Q2 | $2.06M | Buy |
|
|||||
|
2021
Q1 | $1.52M | Sell |
|
|||||
|
2020
Q4 | $1.6M | Buy |
|
|||||
|
2020
Q3 | $1.33M | Buy |
|
|||||
|
2020
Q2 | $933K | Buy |
|
|||||
|
2020
Q1 | $56K | Hold |
|
|||||
|
2019
Q4 | $68K | Hold |
|
|||||
|
2019
Q3 | $64K | Hold |
|
|||||
|
2019
Q2 | $65K | Hold |
|
|||||
|
2019
Q1 | $61K | Buy |
|