Waverly 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 | $17.7M | Sell |
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|
2025
Q1 | $16.9M | Buy |
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|
2024
Q4 | $16.1M | Buy |
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|
2024
Q3 | $15.1M | Buy |
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|
2024
Q2 | $11.5M | Buy |
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|
2024
Q1 | $5.16M | Buy |
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|
2023
Q4 | $1.64M | Buy |
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|
2023
Q3 | $1.4M | Sell |
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|
2023
Q2 | $1.58M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $24K | Sell |
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|
2015
Q2 | $30K | Hold |
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|
2015
Q1 | $30K | Hold |
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|
2014
Q4 | $28K | Buy |
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|
2014
Q3 | $29K | Buy |
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|
2014
Q2 | $31K | Hold |
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|
2014
Q1 | $30K | Hold |
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|
2013
Q4 | $30K | Buy |
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|
2013
Q3 | $29K | Buy |
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