Sage Financial Group’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 | $801K | Sell |
7,155
-196
| -3% | -$22K | 0.06% | 54 |
|
|
2025
Q1 | $735K | Buy |
7,351
+685
| +10% | +$68.5K | 0.06% | 59 |
|
|
2024
Q4 | $645K | Sell |
6,666
-215
| -3% | -$20.8K | 0.05% | 60 |
|
|
2024
Q3 | $741K | Sell |
6,881
-94
| -1% | -$10.1K | 0.06% | 58 |
|
|
2024
Q2 | $714K | Sell |
6,975
-60
| -0.9% | -$6.14K | 0.06% | 57 |
|
|
2024
Q1 | $730K | Hold |
7,035
| – | – | 0.07% | 57 |
|
|
2023
Q4 | $681K | Buy |
7,035
+1,737
| +33% | +$168K | 0.07% | 58 |
|
|
2023
Q3 | $457K | Hold |
5,298
| – | – | 0.05% | 61 |
|
|
2023
Q2 | $505K | Sell |
5,298
-261
| -5% | -$24.9K | 0.05% | 59 |
|
|
2023
Q1 | $521K | Sell |
5,559
-174
| -3% | -$16.3K | 0.06% | 61 |
|
|
2022
Q4 | $480K | Buy |
5,733
+2,360
| +70% | +$198K | 0.06% | 62 |
|
|
2022
Q3 | $245K | Sell |
3,373
-1,635
| -33% | -$119K | 0.03% | 80 |
|
|
2022
Q2 | $403K | Buy |
+5,008
| New | +$403K | 0.05% | 61 |
|
|
2022
Q1 | – | Sell |
-25,239
| Closed | -$2.78M | – | 76 |
|
|
2021
Q4 | $2.78M | Buy |
+25,239
| New | +$2.78M | 0.3% | 34 |
|