Stephen J. Garry & Associates’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 | $321K | Buy |
2,865
+300
| +12% | +$33.6K | 0.28% | 35 |
|
|
2025
Q1 | $257K | Sell |
2,565
-200
| -7% | -$20K | 0.24% | 37 |
|
|
2024
Q4 | $268K | Hold |
2,765
| – | – | 0.25% | 37 |
|
|
2024
Q3 | $298K | Sell |
2,765
-20
| -0.7% | -$2.15K | 0.28% | 33 |
|
|
2024
Q2 | $285K | Hold |
2,785
| – | – | 0.29% | 33 |
|
|
2024
Q1 | $289K | Sell |
2,785
-25
| -0.9% | -$2.6K | 0.3% | 32 |
|
|
2023
Q4 | $272K | Buy |
+2,810
| New | +$272K | 0.3% | 33 |
|