Aprio 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 | $801K | Sell |
7,148
-2,264
| -24% | -$254K | 0.09% | 127 |
|
|
2025
Q1 | $941K | Buy |
9,412
+6,207
| +194% | +$621K | 0.12% | 112 |
|
|
2024
Q4 | $310K | Buy |
3,205
+22
| +0.7% | +$2.13K | 0.05% | 205 |
|
|
2024
Q3 | $343K | Sell |
3,183
-135
| -4% | -$14.5K | 0.05% | 173 |
|
|
2024
Q2 | $339K | Buy |
+3,318
| New | +$339K | 0.06% | 148 |
|
|
2024
Q1 | – | Sell |
-10,102
| Closed | -$978K | – | 245 |
|
|
2023
Q4 | $978K | Buy |
10,102
+1,472
| +17% | +$143K | 0.22% | 57 |
|
|
2023
Q3 | $745K | Buy |
8,630
+5,458
| +172% | +$471K | 0.2% | 61 |
|
|
2023
Q2 | $303K | Buy |
+3,172
| New | +$303K | 0.08% | 106 |
|