Summit Financial’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 | $2.24M | Buy |
20,026
+740
| +4% | +$82.9K | 0.05% | 275 |
|
|
2025
Q1 | $1.93M | Buy |
19,286
+13,481
| +232% | +$1.35M | 0.05% | 263 |
|
|
2024
Q4 | $562K | Buy |
5,805
+1,366
| +31% | +$132K | 0.02% | 426 |
|
|
2024
Q3 | $478K | Sell |
4,439
-5
| -0.1% | -$538 | 0.02% | 382 |
|
|
2024
Q2 | $455K | Buy |
4,444
+2,317
| +109% | +$237K | 0.02% | 343 |
|
|
2024
Q1 | $221K | Buy |
+2,127
| New | +$221K | 0.01% | 360 |
|
|
2023
Q3 | – | Sell |
-3,036
| Closed | -$290K | – | 335 |
|
|
2023
Q2 | $290K | Buy |
+3,036
| New | +$290K | 0.02% | 278 |
|