Pettinga Financial Advisors’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
2026
Q2
$381K Hold
3,058
0.06% 110
2026
Q1
$341K Sell
3,058
-85
-3% -$10K 0.06% 111
2025
Q4
$358K Sell
3,143
-869
-22% -$99.6K 0.07% 105
2025
Q3
$457K Sell
4,012
-62,193
-94% -$6.93M 0.09% 96
2025
Q2
$7.41M Sell
66,205
-8,190
-11% -$864K 1.63% 22
2025
Q1
$7.44M Sell
74,395
-117,002
-61% -$11.9M 1.75% 18
2024
Q4
$18.5M Buy
191,397
+34,137
+22% +$3.47M 4.19% 5
2024
Q3
$16.9M Sell
157,260
-20,970
-12% -$2.18M 4.01% 6
2024
Q2
$18.2M Buy
178,230
+75,399
+73% +$7.71M 4.57% 5
2024
Q1
$10.7M Sell
102,831
-9,853
-9% -$981K 2.72% 10
2023
Q4
$10.9M Sell
112,684
-86,230
-43% -$7.73M 2.93% 8
2023
Q3
$17.2M Sell
198,914
-38,490
-16% -$3.55M 5.19% 5
2023
Q2
$22.7M Sell
237,404
-3,193
-1% -$304K 6.72% 4
2023
Q1
$22.5M Buy
240,597
+83,279
+53% +$7.49M 7.03% 4
2022
Q4
$13.2M Sell
157,318
-26,151
-14% -$2.11M 4.3% 4
2022
Q3
$13.3M Buy
183,469
+49,710
+37% +$4.05M 4.58% 4
2022
Q2
$10.8M Buy
133,759
+1,921
+1% +$167K 3.23% 4
2022
Q1
$12.7M Sell
131,838
-83,299
-39% -$8.19M 3.18% 6
2021
Q4
$23.7M Buy
215,137
+1,392
+0.7% +$152K 5.77% 4
2021
Q3
$22.8M Buy
213,745
+61,483
+40% +$6.77M 5.8% 4
2021
Q2
$16.3M Buy
152,262
+6,331
+4% +$673K 4.38% 5
2021
Q1
$14.7M Buy
145,931
+19,440
+15% +$1.98M 4.27% 5
2020
Q4
$12.8M Sell
126,491
-3,223
-2% -$305K 4.57% 7
2020
Q3
$11.7M Buy
129,714
+19,408
+18% +$1.72M 4.94% 6
2020
Q2
$9.17M Buy
+110,306
New +$8.61M 4.43% 7

Other funds holding EFG