Perigon Wealth Management’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 | $5.78M | Sell |
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|
2025
Q2 | $12.8M | Buy |
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|
2025
Q1 | $11.2M | Sell |
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|
2024
Q4 | $14.6M | Buy |
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|
2024
Q3 | $13.9M | Buy |
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|
2024
Q2 | $12.6M | Buy |
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|
2024
Q1 | $7.35M | Buy |
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|
2023
Q4 | $5.39M | Sell |
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|
2023
Q3 | $5.94M | Sell |
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|
2023
Q2 | $7.39M | Buy |
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|
2023
Q1 | $4.87M | Buy |
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|
2022
Q4 | $3.43M | Sell |
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|
2022
Q3 | $3.27M | Buy |
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|
2022
Q2 | $1.28M | Sell |
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|
2022
Q1 | $4.22M | Buy |
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|
2021
Q4 | $4.67M | Buy |
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|
2021
Q3 | $4.03M | Buy |
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|
2021
Q2 | $2.95M | Buy |
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|
2021
Q1 | $2.63M | Buy |
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|
2020
Q4 | $1.73M | Buy |
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|
2020
Q3 | $370K | Buy |
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