Sovereign Financial 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 | $319K | Sell |
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|
2025
Q2 | $1.07M | Sell |
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|
2025
Q1 | $969K | Sell |
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|
2024
Q4 | $1.79M | Buy |
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|
2024
Q3 | $1.83M | Sell |
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|
2024
Q2 | $1.8M | Buy |
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|
2024
Q1 | $907K | Buy |
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|
2023
Q4 | $791K | Sell |
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|
2023
Q3 | $1.25M | Sell |
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|
2023
Q2 | $1.7M | Sell |
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|
2023
Q1 | $1.8M | Buy |
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|
2022
Q4 | $1.08M | Buy |
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|
2022
Q3 | $599K | Buy |
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|
2022
Q2 | $448K | Buy |
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|
2022
Q1 | $443K | Sell |
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|
2021
Q4 | $855K | Buy |
|