Urban Financial Advisory Corp’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 | $534K | Buy |
4,769
+47
| +1% | +$5.26K | 0.27% | 19 |
|
|
2025
Q1 | $472K | Buy |
4,722
+930
| +25% | +$93K | 0.26% | 17 |
|
|
2024
Q4 | $367K | Buy |
3,792
+27
| +0.7% | +$2.62K | 0.2% | 18 |
|
|
2024
Q3 | $405K | Hold |
3,765
| – | – | 0.22% | 17 |
|
|
2024
Q2 | $385K | Buy |
3,765
+114
| +3% | +$11.7K | 0.24% | 18 |
|
|
2024
Q1 | $379K | Hold |
3,651
| – | – | 0.23% | 21 |
|
|
2023
Q4 | $354K | Buy |
+3,651
| New | +$354K | 0.27% | 18 |
|