Sowell Financial Services’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
18,250
+194
| +1% | +$21.7K | 0.08% | 259 |
|
|
2025
Q1 | $1.81M | Sell |
18,056
-759
| -4% | -$75.9K | 0.08% | 260 |
|
|
2024
Q4 | $1.82M | Sell |
18,815
-3,577
| -16% | -$346K | 0.1% | 228 |
|
|
2024
Q3 | $2.41M | Sell |
22,392
-3,400
| -13% | -$366K | 0.11% | 210 |
|
|
2024
Q2 | $2.64M | Buy |
25,792
+1,144
| +5% | +$117K | 0.13% | 172 |
|
|
2024
Q1 | $2.56M | Buy |
24,648
+865
| +4% | +$89.8K | 0.12% | 180 |
|
|
2023
Q4 | $2.3M | Sell |
23,783
-9,795
| -29% | -$948K | 0.12% | 184 |
|
|
2023
Q3 | $2.9M | Buy |
33,578
+3,158
| +10% | +$273K | 0.18% | 139 |
|
|
2023
Q2 | $2.9M | Buy |
30,420
+6,803
| +29% | +$649K | 0.16% | 148 |
|
|
2023
Q1 | $2.21M | Sell |
23,617
-2,053
| -8% | -$192K | 0.17% | 137 |
|
|
2022
Q4 | $2.15M | Buy |
25,670
+979
| +4% | +$82K | 0.14% | 175 |
|
|
2022
Q3 | $1.79M | Buy |
+24,691
| New | +$1.79M | 0.18% | 151 |
|
|
2022
Q1 | – | Sell |
-77,345
| Closed | -$8.54M | – | 244 |
|
|
2021
Q4 | $8.54M | Buy |
77,345
+13,274
| +21% | +$1.47M | 0.49% | 39 |
|
|
2021
Q3 | $6.82M | Buy |
64,071
+507
| +0.8% | +$54K | 0.46% | 48 |
|
|
2021
Q2 | $6.82M | Sell |
63,564
-16,424
| -21% | -$1.76M | 0.45% | 52 |
|
|
2021
Q1 | $8.44M | Buy |
79,988
+14,438
| +22% | +$1.52M | 0.29% | 76 |
|
|
2020
Q4 | $6.62M | Sell |
65,550
-822
| -1% | -$83K | 0.28% | 77 |
|
|
2020
Q3 | $5.97M | Sell |
66,372
-1,126
| -2% | -$101K | 0.3% | 76 |
|
|
2020
Q2 | $5.61M | Buy |
67,498
+65,234
| +2,881% | +$5.42M | 0.31% | 77 |
|
|
2020
Q1 | $161K | Sell |
2,264
-85
| -4% | -$6.05K | 0.01% | 709 |
|
|
2019
Q4 | $203K | Sell |
2,349
-90
| -4% | -$7.78K | 0.02% | 706 |
|
|
2019
Q3 | $196K | Buy |
+2,439
| New | +$196K | 0.02% | 650 |
|
|
2019
Q1 | $206K | Buy |
+2,659
| New | +$206K | 0.02% | 515 |
|
|
2017
Q1 | – | Sell |
-453
| Closed | -$30K | – | 336 |
|
|
2016
Q4 | $30K | Buy |
+453
| New | +$30K | 0.01% | 386 |
|