Sequoia Financial Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Sequoia Financial Advisors’s Portfolio EFG Stock Details EFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.19M	Buy	10,582 +1,228	+13%	+$138K	0.01%	628
2025 Q1	$935K	Buy	9,354 +303	+3%	+$30.3K	0.01%	640
2024 Q4	$876K	Sell	9,051 -225	-2%	-$21.8K	0.01%	618
2024 Q3	$999K	Buy	9,276 +831	+10%	+$89.5K	0.01%	548
2024 Q2	$864K	Sell	8,445 -8	-0.1%	-$818	0.01%	512
2024 Q1	$877K	Sell	8,453 -4,164	-33%	-$432K	0.01%	505
2023 Q4	$1.22M	Buy	12,617 +5,924	+89%	+$574K	0.02%	470
2023 Q3	$578K	Buy	6,693 +32	+0.5%	+$2.76K	0.01%	471
2023 Q2	$636K	Buy	6,661 +182	+3%	+$17.4K	0.01%	449
2023 Q1	$607K	Buy	6,479 +445	+7%	+$41.7K	0.01%	415
2022 Q4	$505K	Buy	6,034 +1,922	+47%	+$161K	0.01%	431
2022 Q3	$298K	Hold	4,112	–	–	0.01%	387
2022 Q2	$331K	Buy	4,112 +36	+0.9%	+$2.9K	0.01%	413
2022 Q1	$392K	Buy	4,076 +228	+6%	+$21.9K	0.01%	420
2021 Q4	$424K	Buy	3,848 +188	+5%	+$20.7K	0.01%	362
2021 Q3	$390K	Sell	3,660 -171	-4%	-$18.2K	0.04%	176
2021 Q2	$411K	Buy	3,831 +1	+0%	+$107	0.02%	313
2021 Q1	$385K	Hold	3,830	–	–	0.02%	296
2020 Q4	$386K	Hold	3,830	–	–	0.02%	285
2020 Q3	$344K	Buy	3,830 +170	+5%	+$15.3K	0.02%	277
2020 Q2	$304K	Sell	3,660 -117	-3%	-$9.72K	0.02%	285
2020 Q1	$269K	Hold	3,777	–	–	0.02%	281
2019 Q4	$327K	Hold	3,777	–	–	0.02%	286
2019 Q3	$304K	Hold	3,777	–	–	0.02%	274
2019 Q2	$305K	Hold	3,777	–	–	0.02%	275
2019 Q1	$293K	Sell	3,777 -1,024	-21%	-$79.4K	0.02%	268
2018 Q4	$332K	Buy	4,801 +117	+2%	+$8.09K	0.04%	189
2018 Q3	$375K	Hold	4,684	–	–	0.04%	192
2018 Q2	$369K	Hold	4,684	–	–	0.04%	191
2018 Q1	$376K	Hold	4,684	–	–	0.04%	192
2017 Q4	$378K	Hold	4,684	–	–	0.04%	196
2017 Q3	$362K	Hold	4,684	–	–	0.04%	186
2017 Q2	$346K	Hold	4,684	–	–	0.04%	191
2017 Q1	$325K	Buy	4,684 +1,203	+35%	+$83.5K	0.04%	188
2016 Q4	$222K	Buy	+3,481	New	+$222K	0.03%	246