Abound 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
Q2 | – | Sell |
-556
| Closed | -$55.6K | – | 1313 |
|
|
2025
Q1 | $55.6K | Buy |
556
+550
| +9,167% | +$55K | 0.02% | 172 |
|
|
2024
Q4 | $586 | Buy |
6
+5
| +500% | +$488 | ﹤0.01% | 780 |
|
|
2024
Q3 | $110 | Buy |
+1
| New | +$110 | ﹤0.01% | 1275 |
|
|
2022
Q4 | – | Sell |
-144
| Closed | -$10.4K | – | 746 |
|
|
2022
Q3 | $10.4K | Buy |
+144
| New | +$10.4K | 0.01% | 270 |
|
|
2022
Q2 | – | Sell |
-246
| Closed | -$23.7K | – | 116 |
|
|
2022
Q1 | $23.7K | Sell |
246
-152
| -38% | -$14.6K | 0.02% | 78 |
|
|
2021
Q4 | $43.9K | Buy |
+398
| New | +$43.9K | 0.03% | 69 |
|