SMA
Sage Mountain 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 | $181K | Hold |
1,616
| – | – | 0.01% | 411 |
|
|
2025
Q1 | $162K | Hold |
1,616
| – | – | 0.01% | 387 |
|
|
2024
Q4 | $156K | Buy |
1,616
+42
| +3% | +$4.07K | 0.01% | 390 |
|
|
2024
Q3 | $169K | Hold |
1,574
| – | – | 0.01% | 396 |
|
|
2024
Q2 | $161K | Sell |
1,574
-132
| -8% | -$13.5K | 0.01% | 346 |
|
|
2024
Q1 | $177K | Hold |
1,706
| – | – | 0.02% | 324 |
|
|
2023
Q4 | $165K | Hold |
1,706
| – | – | 0.02% | 271 |
|
|
2023
Q3 | $147K | Sell |
1,706
-220
| -11% | -$19K | 0.02% | 267 |
|
|
2023
Q2 | $184K | Sell |
1,926
-272
| -12% | -$26K | 0.03% | 255 |
|
|
2023
Q1 | $206K | Sell |
2,198
-123
| -5% | -$11.5K | 0.03% | 229 |
|
|
2022
Q4 | $194K | Sell |
2,321
-775
| -25% | -$64.9K | 0.04% | 158 |
|
|
2022
Q3 | $225K | Sell |
3,096
-247
| -7% | -$18K | 0.06% | 148 |
|
|
2022
Q2 | $269K | Sell |
3,343
-337
| -9% | -$27.1K | 0.05% | 362 |
|
|
2022
Q1 | $354K | Hold |
3,680
| – | – | 0.06% | 346 |
|
|
2021
Q4 | $406K | Sell |
3,680
-101
| -3% | -$11.1K | 0.05% | 359 |
|
|
2021
Q3 | $403K | Buy |
3,781
+101
| +3% | +$10.8K | 0.06% | 293 |
|
|
2021
Q2 | $395K | Sell |
3,680
-940
| -20% | -$101K | 0.07% | 263 |
|
|
2021
Q1 | $464K | Buy |
+4,620
| New | +$464K | 0.1% | 171 |
|