Trek Financial’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 | $2.48M | Sell |
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|
2025
Q2 | $8.48M | Buy |
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|
2025
Q1 | $7.5M | Sell |
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|
2024
Q4 | $10.2M | Buy |
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|
2024
Q3 | $9.38M | Sell |
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|
2024
Q2 | $9.72M | Buy |
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|
2024
Q1 | $6.3M | Buy |
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|
2023
Q4 | $5.52M | Sell |
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|
2023
Q3 | $6.79M | Sell |
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|
2023
Q2 | $9.86M | Buy |
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|
2023
Q1 | $9.6M | Buy |
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|
2022
Q4 | $5.37M | Sell |
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|
2022
Q3 | $4.96M | Buy |
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|
2022
Q2 | $2.25M | Sell |
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|
2022
Q1 | $2.74M | Sell |
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|
2021
Q4 | $6.21M | Buy |
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|
2021
Q3 | $5.75M | Buy |
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|
2021
Q2 | $3.71M | Buy |
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|
2021
Q1 | $3.19M | Sell |
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|
2020
Q4 | $3.82M | Sell |
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|
2020
Q3 | $3.66M | Buy |
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|
2020
Q2 | $3.33M | Buy |
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