TRUE Private Wealth Advisors’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
Q2 | $330K | Buy |
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|
2025
Q1 | $265K | Sell |
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|
2024
Q4 | $682K | Sell |
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|
2024
Q3 | $1.71M | Sell |
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|
2024
Q2 | $1.79M | Buy |
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|
2024
Q1 | $1.27M | Sell |
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|
2023
Q4 | $1.3M | Sell |
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|
2023
Q3 | $1.76M | Buy |
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|
2023
Q2 | $1.89M | Buy |
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|
2023
Q1 | $1.3M | Buy |
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|
2022
Q4 | $855K | Sell |
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|
2022
Q3 | $805K | Buy |
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|
2022
Q2 | $636K | Buy |
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|
2022
Q1 | $696K | Sell |
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|
2021
Q4 | $1.83M | Buy |
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|
2021
Q3 | $1.69M | Buy |
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|
2021
Q2 | $1.18M | Buy |
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|
2021
Q1 | $735K | Sell |
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|
2020
Q4 | $1.17M | Sell |
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|
2020
Q3 | $1.87M | Sell |
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|
2020
Q2 | $2.29M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $11K | Buy |
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