SOA Wealth 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 | $4.97M | Buy |
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|
2025
Q2 | $4.67M | Sell |
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|
2025
Q1 | $4.18M | Buy |
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|
2024
Q4 | $4.04M | Buy |
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|
2024
Q3 | $4.46M | Sell |
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|
2024
Q2 | $4.3M | Sell |
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|
2024
Q1 | $4.38M | Buy |
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|
2023
Q4 | $4.05M | Buy |
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|
2023
Q3 | $3.49M | Buy |
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|
2023
Q2 | $3.83M | Buy |
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|
2023
Q1 | $3.62M | Buy |
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|
2022
Q4 | $3.08M | Sell |
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|
2022
Q3 | $3.89M | Buy |
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|
2022
Q2 | $3.98M | Buy |
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|
2022
Q1 | $3.24M | Sell |
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|
2021
Q4 | $3.74M | Sell |
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|
2021
Q3 | $3.63M | Sell |
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|
2021
Q2 | $3.83M | Sell |
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|
2021
Q1 | $3.83M | Sell |
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|
2020
Q4 | $4.05M | Buy |
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