Synergy 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Hold |
2,473
| – | – | 0.2% | 93 |
|
|
2025
Q1 | $247K | Hold |
2,473
| – | – | 0.22% | 94 |
|
|
2024
Q4 | $239K | Hold |
2,473
| – | – | 0.2% | 88 |
|
|
2024
Q3 | $266K | Hold |
2,473
| – | – | 0.25% | 76 |
|
|
2024
Q2 | $253K | Hold |
2,473
| – | – | 0.27% | 71 |
|
|
2024
Q1 | $257K | Buy |
+2,473
| New | +$257K | 0.29% | 68 |
|