SAI
Savvy Advisors Inc’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 | $14.3M | Buy |
128,037
+12,279
| +11% | +$1.38M | 0.96% | 17 |
|
2025
Q1 | $11.6M | Sell |
115,758
-10,509
| -8% | -$1.05M | 1.16% | 15 |
|
2024
Q4 | $12.2M | Buy |
126,267
+31,603
| +33% | +$3.06M | 1.47% | 9 |
|
2024
Q3 | $10.2M | Buy |
94,664
+61,622
| +186% | +$6.63M | 2.07% | 9 |
|
2024
Q2 | $3.38M | Buy |
33,042
+13,573
| +70% | +$1.39M | 1.1% | 16 |
|
2024
Q1 | $2.02M | Buy |
19,469
+8,397
| +76% | +$872K | 1.16% | 12 |
|
2023
Q4 | $1.07M | Buy |
+11,072
| New | +$1.07M | 1.04% | 16 |
|