Able Wealth Management’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
Q1 | – | Sell |
-2,556
| Closed | -$247K | – | 98 |
|
|
2024
Q4 | $247K | Sell |
2,556
-898
| -26% | -$86.9K | 0.16% | 83 |
|
|
2024
Q3 | $372K | Sell |
3,454
-1,524
| -31% | -$164K | 0.28% | 60 |
|
|
2024
Q2 | $509K | Sell |
4,978
-403
| -7% | -$41.2K | 0.42% | 47 |
|
|
2024
Q1 | $559K | Sell |
5,381
-2,069
| -28% | -$215K | 0.49% | 38 |
|
|
2023
Q4 | $722K | Buy |
+7,450
| New | +$722K | 0.66% | 30 |
|