SAG
SageView Advisory Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,788,471
| Closed | -$273M | – | 583 |
|
|
2024
Q1 | $273M | Buy |
2,788,471
+2,783,580
| +56,912% | +$273M | 13.79% | 1 |
|
|
2023
Q4 | $477K | Sell |
4,891
-3,477
| -42% | -$339K | 0.02% | 404 |
|
|
2023
Q3 | $722K | Buy |
8,368
+689
| +9% | +$59.5K | 0.04% | 262 |
|
|
2023
Q2 | $733K | Buy |
+7,679
| New | +$733K | 0.04% | 278 |
|