Scarborough Advisors’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
Q2 | – | Sell |
-96,991
| Closed | -$9.7M | – | 468 |
|
2025
Q1 | $9.7M | Sell |
96,991
-67,542
| -41% | -$6.75M | 1.38% | 25 |
|
2024
Q4 | $15.9M | Buy |
164,533
+27,753
| +20% | +$2.69M | 2.25% | 13 |
|
2024
Q3 | $14.7M | Buy |
+136,780
| New | +$14.7M | 2.38% | 12 |
|
2024
Q1 | – | Sell |
-35,585
| Closed | -$3.45M | – | 470 |
|
2023
Q4 | $3.45M | Sell |
35,585
-25,405
| -42% | -$2.46M | 0.71% | 33 |
|
2023
Q3 | $5.26M | Sell |
60,990
-15,483
| -20% | -$1.34M | 1.28% | 20 |
|
2023
Q2 | $7.3M | Buy |
76,473
+3,405
| +5% | +$325K | 1.75% | 19 |
|
2023
Q1 | $6.85M | Buy |
73,068
+34,489
| +89% | +$3.23M | 1.72% | 20 |
|
2022
Q4 | $3.23M | Sell |
38,579
-9,597
| -20% | -$804K | 0.87% | 30 |
|
2022
Q3 | $3.5M | Buy |
48,176
+12,741
| +36% | +$925K | 1.09% | 28 |
|
2022
Q2 | $2.85M | Sell |
35,435
-2,748
| -7% | -$221K | 0.97% | 25 |
|
2022
Q1 | $3.68M | Sell |
38,183
-22,483
| -37% | -$2.16M | 1.17% | 23 |
|
2021
Q4 | $6.69M | Buy |
+60,666
| New | +$6.69M | 2.3% | 17 |
|