Sheets Smith Wealth Management’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 | $486K | Sell |
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|
2025
Q2 | $481K | Sell |
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|
2025
Q1 | $491K | Sell |
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|
2024
Q4 | $492K | Sell |
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|
2024
Q3 | $584K | Sell |
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|
2024
Q2 | $556K | Buy |
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|
2024
Q1 | $560K | Sell |
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|
2023
Q4 | $538K | Buy |
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|
2023
Q3 | $471K | Sell |
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|
2023
Q2 | $532K | Sell |
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|
2023
Q1 | $550K | Sell |
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|
2022
Q4 | $497K | Sell |
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|
2022
Q3 | $608K | Hold |
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|
2022
Q2 | $674K | Sell |
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|
2022
Q1 | $854K | Buy |
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|
2021
Q4 | $953K | Sell |
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|
2021
Q3 | $978K | Sell |
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|
2021
Q2 | $1.01M | Sell |
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|
2021
Q1 | $1.09M | Sell |
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|
2020
Q4 | $3.46M | Sell |
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|
2020
Q3 | $3.15M | Buy |
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|
2020
Q2 | $2.89M | Buy |
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|
2020
Q1 | $540K | Buy |
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|
2019
Q4 | $323K | Sell |
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|
2019
Q3 | $1M | Sell |
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|
2019
Q2 | $1.02M | Buy |
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|
2019
Q1 | $973K | Buy |
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|
2018
Q4 | $857K | Buy |
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|
2018
Q3 | $259K | Buy |
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|
2018
Q2 | $212K | Sell |
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|
2018
Q1 | $691K | Sell |
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|
2017
Q4 | $712K | Buy |
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|
2017
Q3 | $646K | Sell |
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|
2017
Q2 | $685K | Buy |
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|
2017
Q1 | $639K | Buy |
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|
2016
Q4 | $578K | Buy |
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|
2016
Q3 | $547K | Buy |
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|
2016
Q2 | $513K | Buy |
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|
2016
Q1 | $490K | Sell |
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|
2015
Q4 | $503K | Buy |
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|
2015
Q3 | $434K | Sell |
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|
2015
Q2 | $477K | Sell |
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|
2015
Q1 | $481K | Buy |
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|
2014
Q4 | $310K | Buy |
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|
2014
Q3 | $282K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $258K | Buy |
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|
2013
Q4 | $213K | Buy |
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