Sandy Spring Bank’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
Q1 | $76.7K | Hold |
767
| – | – | ﹤0.01% | 497 |
|
|
2024
Q4 | $74.3K | Sell |
767
-50
| -6% | -$4.84K | ﹤0.01% | 508 |
|
|
2024
Q3 | $88K | Hold |
817
| – | – | ﹤0.01% | 484 |
|
|
2024
Q2 | $83.6K | Sell |
817
-250
| -23% | -$25.6K | ﹤0.01% | 486 |
|
|
2024
Q1 | $111K | Buy |
1,067
+572
| +116% | +$59.4K | 0.01% | 442 |
|
|
2023
Q4 | $47.9K | Hold |
495
| – | – | ﹤0.01% | 569 |
|
|
2023
Q3 | $42.7K | Hold |
495
| – | – | ﹤0.01% | 568 |
|
|
2023
Q2 | $47.2K | Hold |
495
| – | – | ﹤0.01% | 558 |
|
|
2023
Q1 | $46.4K | Hold |
495
| – | – | ﹤0.01% | 544 |
|
|
2022
Q4 | $41.5K | Sell |
495
-125
| -20% | -$10.5K | ﹤0.01% | 564 |
|
|
2022
Q3 | $45K | Sell |
620
-55
| -8% | -$3.99K | ﹤0.01% | 530 |
|
|
2022
Q2 | $54K | Hold |
675
| – | – | ﹤0.01% | 501 |
|
|
2022
Q1 | $65K | Hold |
675
| – | – | ﹤0.01% | 495 |
|
|
2021
Q4 | $75K | Hold |
675
| – | – | ﹤0.01% | 490 |
|
|
2021
Q3 | $72K | Hold |
675
| – | – | ﹤0.01% | 485 |
|
|
2021
Q2 | $72K | Hold |
675
| – | – | ﹤0.01% | 492 |
|
|
2021
Q1 | $68K | Hold |
675
| – | – | ﹤0.01% | 473 |
|
|
2020
Q4 | $68K | Hold |
675
| – | – | ﹤0.01% | 442 |
|
|
2020
Q3 | $60K | Hold |
675
| – | – | ﹤0.01% | 437 |
|
|
2020
Q2 | $56K | Sell |
675
-90
| -12% | -$7.47K | ﹤0.01% | 443 |
|
|
2020
Q1 | $54K | Hold |
765
| – | – | ﹤0.01% | 425 |
|
|
2019
Q4 | $66K | Sell |
765
-105
| -12% | -$9.06K | ﹤0.01% | 431 |
|
|
2019
Q3 | $70K | Hold |
870
| – | – | 0.01% | 420 |
|
|
2019
Q2 | $71K | Buy |
870
+690
| +383% | +$56.3K | 0.01% | 412 |
|
|
2019
Q1 | $14K | Sell |
180
-158
| -47% | -$12.3K | ﹤0.01% | 630 |
|
|
2018
Q4 | $23K | Hold |
338
| – | – | ﹤0.01% | 547 |
|
|
2018
Q3 | $27K | Buy |
+338
| New | +$27K | ﹤0.01% | 547 |
|
|
2018
Q1 | – | Sell |
-231
| Closed | -$19K | – | 841 |
|
|
2017
Q4 | $19K | Hold |
231
| – | – | ﹤0.01% | 599 |
|
|
2017
Q3 | $18K | Hold |
231
| – | – | ﹤0.01% | 587 |
|
|
2017
Q2 | $17K | Hold |
231
| – | – | ﹤0.01% | 598 |
|
|
2017
Q1 | $16K | Buy |
+231
| New | +$16K | ﹤0.01% | 619 |
|