United Capital Financial 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
Q3 | $5.15M | Sell |
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|
2025
Q2 | $45.1M | Sell |
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|
2025
Q1 | $41.5M | Sell |
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|
2024
Q4 | $77.4M | Buy |
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|
2024
Q3 | $76M | Sell |
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|
2024
Q2 | $79.6M | Buy |
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|
2024
Q1 | $51.6M | Buy |
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|
2023
Q4 | $47.1M | Buy |
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|
2023
Q3 | $1.28M | Sell |
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|
2023
Q2 | $1.97M | Sell |
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|
2023
Q1 | $2.41M | Sell |
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|
2022
Q4 | $2.76M | Sell |
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|
2022
Q3 | $3.73M | Buy |
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|
2022
Q2 | $4.04M | Sell |
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|
2022
Q1 | $6.07M | Sell |
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|
2021
Q4 | $7.14M | Buy |
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|
2021
Q3 | $6.77M | Buy |
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|
2021
Q2 | $6.7M | Sell |
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|
2021
Q1 | $6.89M | Sell |
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|
2020
Q4 | $7.3M | Buy |
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|
2020
Q3 | $2.29M | Buy |
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|
2020
Q2 | $1.94M | Sell |
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|
2020
Q1 | $1.83M | Sell |
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|
2019
Q4 | $2.42M | Buy |
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|
2019
Q3 | $2.07M | Buy |
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|
2019
Q2 | $2.04M | Buy |
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|
2019
Q1 | $1.91M | Sell |
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|
2018
Q4 | $2.98M | Buy |
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|
2018
Q3 | $2.33M | Buy |
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|
2018
Q2 | $2.29M | Sell |
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|
2018
Q1 | $2.71M | Buy |
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|
2017
Q4 | $2.72M | Buy |
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|
2017
Q3 | $2.6M | Buy |
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|
2017
Q2 | $2.42M | Sell |
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|
2017
Q1 | $2.33M | Sell |
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|
2016
Q4 | $2.32M | Sell |
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|
2016
Q3 | $2.74M | Sell |
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|
2016
Q2 | $2.71M | Sell |
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|
2016
Q1 | $2.86M | Sell |
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|
2015
Q4 | $4.37M | Buy |
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|
2015
Q3 | $2.88M | Buy |
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|
2015
Q2 | $3.06M | Sell |
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|
2015
Q1 | $3.18M | Buy |
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|
2014
Q4 | $2.6M | Sell |
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|
2014
Q3 | $17.1M | Sell |
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|
2014
Q2 | $21M | Sell |
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|
2014
Q1 | $22.1M | Buy |
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|
2013
Q4 | $21.6M | Buy |
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|
2013
Q3 | $20.3M | Buy |
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|
2013
Q2 | $17.9M | Buy |
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