Prospera Financial Services’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $985K | Sell |
8,794
-1,805
| -17% | -$202K | 0.02% | 664 |
|
|
2025
Q1 | $1.06M | Sell |
10,599
-208
| -2% | -$20.8K | 0.02% | 548 |
|
|
2024
Q4 | $1.05M | Buy |
10,807
+6,339
| +142% | +$614K | 0.02% | 528 |
|
|
2024
Q3 | $482K | Buy |
4,468
+46
| +1% | +$4.96K | 0.01% | 733 |
|
|
2024
Q2 | $453K | Buy |
4,422
+61
| +1% | +$6.25K | 0.01% | 742 |
|
|
2024
Q1 | $453K | Sell |
4,361
-2,344
| -35% | -$244K | 0.01% | 739 |
|
|
2023
Q4 | $649K | Sell |
6,705
-135
| -2% | -$13.1K | 0.02% | 577 |
|
|
2023
Q3 | $591K | Sell |
6,840
-119
| -2% | -$10.3K | 0.02% | 559 |
|
|
2023
Q2 | $665K | Sell |
6,959
-28,679
| -80% | -$2.74M | 0.03% | 523 |
|
|
2023
Q1 | $3.34M | Buy |
35,638
+28,946
| +433% | +$2.71M | 0.14% | 184 |
|
|
2022
Q4 | $561K | Buy |
6,692
+3,779
| +130% | +$317K | 0.03% | 506 |
|
|
2022
Q3 | $212K | Sell |
2,913
-10
| -0.3% | -$728 | 0.01% | 765 |
|
|
2022
Q2 | $236K | Sell |
2,923
-20,314
| -87% | -$1.64M | 0.01% | 688 |
|
|
2022
Q1 | $2.24M | Buy |
23,237
+20,453
| +735% | +$1.97M | 0.09% | 253 |
|
|
2021
Q4 | $308K | Buy |
+2,784
| New | +$308K | 0.01% | 701 |
|
|
2021
Q1 | – | Sell |
-2,294
| Closed | -$231K | – | 750 |
|
|
2020
Q4 | $231K | Sell |
2,294
-83
| -3% | -$8.36K | 0.02% | 612 |
|
|
2020
Q3 | $214K | Buy |
+2,377
| New | +$214K | 0.08% | 218 |
|
|
2020
Q1 | – | Sell |
-2,484
| Closed | -$215K | – | 540 |
|
|
2019
Q4 | $215K | Buy |
+2,484
| New | +$215K | 0.02% | 554 |
|