Prosperity Capital Advisors’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
Sell
-8,871
Closed -$889K 298
2025
Q1
$889K Sell
8,871
-5,735
-39% -$574K 0.07% 170
2024
Q4
$1.41M Buy
14,606
+2,211
+18% +$214K 0.11% 129
2024
Q3
$1.33M Buy
12,395
+580
+5% +$62.4K 0.11% 130
2024
Q2
$1.21M Buy
11,815
+5,311
+82% +$543K 0.13% 116
2024
Q1
$675K Sell
6,504
-3,809
-37% -$395K 0.08% 179
2023
Q4
$999K Sell
10,313
-4,931
-32% -$478K 0.11% 102
2023
Q3
$1.32M Sell
15,244
-557
-4% -$48.1K 0.17% 75
2023
Q2
$1.51M Buy
15,801
+3,478
+28% +$332K 0.21% 68
2023
Q1
$1.15M Buy
12,323
+8,540
+226% +$800K 0.18% 68
2022
Q4
$317K Buy
+3,783
New +$317K 0.1% 140