Ritter Daniher Financial Advisory’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
Q2 | $1.22M | Hold |
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|
2025
Q1 | $1.09M | Buy |
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|
2024
Q4 | $873K | Sell |
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|
2024
Q3 | $975K | Buy |
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|
2024
Q2 | $892K | Sell |
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|
2024
Q1 | $907K | Sell |
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|
2023
Q4 | $867K | Sell |
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|
2023
Q3 | $875K | Sell |
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|
2023
Q2 | $1.09M | Buy |
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|
2023
Q1 | $952K | Sell |
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|
2022
Q4 | $1.02M | Sell |
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|
2022
Q3 | $942K | Buy |
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|
2022
Q2 | $160K | Buy |
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|
2022
Q1 | $82K | Hold |
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|
2021
Q4 | $94K | Hold |
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|
2021
Q3 | $90K | Hold |
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|
2021
Q2 | $91K | Hold |
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|
2021
Q1 | $85K | Hold |
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|
2020
Q4 | $86K | Buy |
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