Steward Partners Investment Advisory’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 | $4.89M | Sell |
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|
2025
Q2 | $9.47M | Sell |
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|
2025
Q1 | $8.81M | Sell |
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|
2024
Q4 | $13.3M | Buy |
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|
2024
Q3 | $13.1M | Sell |
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|
2024
Q2 | $13.1M | Buy |
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|
2024
Q1 | $9.63M | Buy |
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|
2023
Q4 | $8.42M | Sell |
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|
2023
Q3 | $10.3M | Sell |
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|
2023
Q2 | $12.4M | Buy |
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|
2023
Q1 | $10.9M | Buy |
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|
2022
Q4 | $7.54M | Sell |
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|
2022
Q3 | $6.7M | Buy |
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|
2022
Q2 | $5.67M | Buy |
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|
2022
Q1 | $5.99M | Sell |
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|
2021
Q4 | $10.2M | Buy |
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|
2021
Q3 | $9.11M | Buy |
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|
2021
Q2 | $7.08M | Buy |
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|
2021
Q1 | $6.61M | Sell |
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|
2020
Q4 | $7.7M | Sell |
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|
2020
Q3 | $7.07M | Buy |
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|
2020
Q2 | $6.27M | Buy |
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|
2020
Q1 | $958K | Buy |
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|
2019
Q4 | $1.15M | Sell |
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|
2019
Q3 | $1.09M | Buy |
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|
2019
Q2 | $1.03M | Buy |
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|
2019
Q1 | $967K | Buy |
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|
2018
Q4 | $792K | Buy |
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|
2018
Q3 | $551K | Buy |
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|
2018
Q2 | $461K | Buy |
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|
2018
Q1 | $407K | Sell |
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|
2017
Q4 | $758K | Buy |
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|
2017
Q3 | $421K | Buy |
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|
2017
Q2 | $36K | Hold |
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|
2017
Q1 | $34K | Hold |
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|
2016
Q4 | $31K | Buy |
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