Sage Financial Group’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 | $801K | Sell |
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|
2025
Q1 | $735K | Buy |
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|
2024
Q4 | $645K | Sell |
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|
2024
Q3 | $741K | Sell |
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|
2024
Q2 | $714K | Sell |
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|
2024
Q1 | $730K | Hold |
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|
2023
Q4 | $681K | Buy |
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|
2023
Q3 | $457K | Hold |
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|
2023
Q2 | $505K | Sell |
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|
2023
Q1 | $521K | Sell |
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|
2022
Q4 | $480K | Buy |
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|
2022
Q3 | $245K | Sell |
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|
2022
Q2 | $403K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2.78M | Buy |
|