Sequoia Financial Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.59M | Buy |
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|
2025
Q2 | $1.19M | Buy |
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|
2025
Q1 | $935K | Buy |
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|
2024
Q4 | $876K | Sell |
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|
2024
Q3 | $999K | Buy |
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|
2024
Q2 | $864K | Sell |
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|
2024
Q1 | $877K | Sell |
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|
2023
Q4 | $1.22M | Buy |
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|
2023
Q3 | $578K | Buy |
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|
2023
Q2 | $636K | Buy |
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|
2023
Q1 | $607K | Buy |
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|
2022
Q4 | $505K | Buy |
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|
2022
Q3 | $298K | Hold |
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|
2022
Q2 | $331K | Buy |
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|
2022
Q1 | $392K | Buy |
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|
2021
Q4 | $424K | Buy |
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|
2021
Q3 | $390K | Sell |
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|
2021
Q2 | $411K | Buy |
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|
2021
Q1 | $385K | Hold |
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|
2020
Q4 | $386K | Hold |
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|
2020
Q3 | $344K | Buy |
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|
2020
Q2 | $304K | Sell |
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|
2020
Q1 | $269K | Hold |
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|
2019
Q4 | $327K | Hold |
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|
2019
Q3 | $304K | Hold |
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|
2019
Q2 | $305K | Hold |
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|
2019
Q1 | $293K | Sell |
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|
2018
Q4 | $332K | Buy |
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|
2018
Q3 | $375K | Hold |
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|
2018
Q2 | $369K | Hold |
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|
2018
Q1 | $376K | Hold |
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|
2017
Q4 | $378K | Hold |
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|
2017
Q3 | $362K | Hold |
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|
2017
Q2 | $346K | Hold |
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|
2017
Q1 | $325K | Buy |
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|
2016
Q4 | $222K | Buy |
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