Sound Financial Strategies Group’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 | $554K | Buy |
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|
2025
Q2 | $523K | Buy |
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|
2025
Q1 | $465K | Buy |
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|
2024
Q4 | $391K | Sell |
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|
2024
Q3 | $478K | Sell |
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|
2024
Q2 | $457K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $2.28M | Sell |
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|
2023
Q1 | $4.86M | Buy |
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|
2022
Q4 | $1.34K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1K | Sell |
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|
2022
Q1 | $67K | Sell |
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|
2021
Q4 | $2.88M | Sell |
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|
2021
Q3 | $2.82M | Sell |
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|
2021
Q2 | $3.53M | Buy |
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