UF
EFG icon

Univest Financial’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Univest Financial’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$695K Sell
6,203
-138
-2% -$15.5K 0.04% 173
2025
Q1 		$634K Sell
6,341
-398
-6% -$39.8K 0.04% 187
2024
Q4 		$653K Sell
6,739
-1,204
-15% -$117K 0.04% 184
2024
Q3 		$855K Buy
+7,943
New +$855K 0.06% 160