RIA
Regal Investment Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.61M | Sell |
50,114
-8,490
| -14% | -$951K | 0.42% | 64 |
|
|
2025
Q1 | $5.86M | Sell |
58,604
-39,564
| -40% | -$3.96M | 0.47% | 56 |
|
|
2024
Q4 | $9.51M | Buy |
98,168
+11,333
| +13% | +$1.1M | 0.71% | 28 |
|
|
2024
Q3 | $9.35M | Buy |
86,835
+13,267
| +18% | +$1.43M | 0.65% | 30 |
|
|
2024
Q2 | $7.53M | Buy |
73,568
+25,132
| +52% | +$2.57M | 0.49% | 51 |
|
|
2024
Q1 | $5.03M | Sell |
48,436
-3,197
| -6% | -$332K | 0.34% | 85 |
|
|
2023
Q4 | $5M | Sell |
51,633
-19,561
| -27% | -$1.89M | 0.38% | 73 |
|
|
2023
Q3 | $6.14M | Sell |
71,194
-11,662
| -14% | -$1.01M | 0.52% | 52 |
|
|
2023
Q2 | $7.91M | Buy |
82,856
+2,057
| +3% | +$196K | 0.66% | 35 |
|
|
2023
Q1 | $7.57M | Buy |
80,799
+30,674
| +61% | +$2.87M | 0.67% | 35 |
|
|
2022
Q4 | $4.2M | Buy |
50,125
+5,099
| +11% | +$427K | 0.41% | 68 |
|
|
2022
Q3 | $3.27M | Buy |
45,026
+14,310
| +47% | +$1.04M | 0.34% | 77 |
|
|
2022
Q2 | $2.47M | Buy |
30,716
+1,661
| +6% | +$134K | 0.26% | 104 |
|
|
2022
Q1 | $2.8M | Sell |
29,055
-19,733
| -40% | -$1.9M | 0.26% | 103 |
|
|
2021
Q4 | $5.38M | Buy |
48,788
+5,814
| +14% | +$641K | 0.48% | 53 |
|
|
2021
Q3 | $4.58M | Buy |
42,974
+10,219
| +31% | +$1.09M | 0.44% | 58 |
|
|
2021
Q2 | $3.51M | Buy |
+32,755
| New | +$3.51M | 0.35% | 74 |
|
|
2021
Q1 | – | Sell |
-35,202
| Closed | -$3.55M | – | 127 |
|
|
2020
Q4 | $3.55M | Buy |
+35,202
| New | +$3.55M | 0.4% | 66 |
|
|
2020
Q3 | – | Sell |
-29,995
| Closed | -$2.49M | – | 50 |
|
|
2020
Q2 | $2.49M | Buy |
+29,995
| New | +$2.49M | 0.46% | 63 |
|
|
2015
Q4 | – | Sell |
-164
| Closed | -$10K | – | 437 |
|
|
2015
Q3 | $10K | Sell |
164
-995
| -86% | -$60.7K | ﹤0.01% | 689 |
|
|
2015
Q2 | $80K | Sell |
1,159
-1,216
| -51% | -$83.9K | 0.02% | 366 |
|
|
2015
Q1 | $166K | Sell |
2,375
-1,445
| -38% | -$101K | 0.04% | 276 |
|
|
2014
Q4 | $251K | Buy |
3,820
+1,898
| +99% | +$125K | 0.07% | 196 |
|
|
2014
Q3 | $131K | Sell |
1,922
-17
| -0.9% | -$1.16K | 0.04% | 275 |
|
|
2014
Q2 | $140K | Sell |
1,939
-416
| -18% | -$30K | 0.05% | 239 |
|
|
2014
Q1 | $167K | Sell |
2,355
-1,822
| -44% | -$129K | 0.07% | 206 |
|
|
2013
Q4 | $299K | Sell |
4,177
-1,387
| -25% | -$99.3K | 0.17% | 131 |
|
|
2013
Q3 | $379K | Sell |
5,564
-3,319
| -37% | -$226K | 0.22% | 119 |
|
|
2013
Q2 | $555K | Buy |
+8,883
| New | +$555K | 0.31% | 104 |
|