StrategIQ Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.56M | Sell |
26,441
-951
| -3% | -$92.1K | 0.29% | 78 |
|
|
2023
Q3 | $2.36M | Sell |
27,392
-219
| -0.8% | -$18.9K | 0.27% | 82 |
|
|
2023
Q2 | $2.63M | Buy |
27,611
+820
| +3% | +$78.2K | 0.3% | 71 |
|
|
2023
Q1 | $2.51M | Sell |
26,791
-521
| -2% | -$48.8K | 0.29% | 73 |
|
|
2022
Q4 | $2.29M | Sell |
27,312
-1,731
| -6% | -$145K | 0.27% | 74 |
|
|
2022
Q3 | $2.11M | Sell |
29,043
-898
| -3% | -$65.1K | 0.27% | 72 |
|
|
2022
Q2 | $2.41M | Buy |
29,941
+4,004
| +15% | +$322K | 0.29% | 69 |
|
|
2022
Q1 | $2.5M | Buy |
25,937
+1,226
| +5% | +$118K | 0.27% | 75 |
|
|
2021
Q4 | $2.73M | Buy |
24,711
+4,013
| +19% | +$443K | 0.27% | 74 |
|
|
2021
Q3 | $2.2M | Buy |
20,698
+2,021
| +11% | +$215K | 0.44% | 57 |
|
|
2021
Q2 | $2M | Buy |
18,677
+1,082
| +6% | +$116K | 0.4% | 57 |
|
|
2021
Q1 | $1.77M | Buy |
17,595
+3,009
| +21% | +$302K | 0.37% | 61 |
|
|
2020
Q4 | $1.47M | Buy |
14,586
+6,421
| +79% | +$648K | 0.33% | 64 |
|
|
2020
Q3 | $734K | Buy |
8,165
+4,961
| +155% | +$446K | 0.18% | 100 |
|
|
2020
Q2 | $266K | Buy |
+3,204
| New | +$266K | 0.07% | 165 |
|