Aspire Capital Advisors’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 | $376K | Hold |
3,355
| – | – | 0.1% | 75 |
|
|
2025
Q1 | $336K | Hold |
3,355
| – | – | 0.1% | 70 |
|
|
2024
Q4 | $325K | Sell |
3,355
-235
| -7% | -$22.8K | 0.09% | 66 |
|
|
2024
Q3 | $386K | Hold |
3,590
| – | – | 0.12% | 57 |
|
|
2024
Q2 | $367K | Sell |
3,590
-22
| -0.6% | -$2.25K | 0.12% | 55 |
|
|
2024
Q1 | $375K | Buy |
3,612
+22
| +0.6% | +$2.28K | 0.13% | 53 |
|
|
2023
Q4 | $348K | Hold |
3,590
| – | – | 0.14% | 52 |
|
|
2023
Q3 | $310K | Hold |
3,590
| – | – | 0.14% | 53 |
|
|
2023
Q2 | $343K | Sell |
3,590
-275
| -7% | -$26.2K | 0.17% | 49 |
|
|
2023
Q1 | $362K | Sell |
3,865
-117
| -3% | -$11K | 0.19% | 44 |
|
|
2022
Q4 | $334K | Hold |
3,982
| – | – | 0.19% | 43 |
|
|
2022
Q3 | $289K | Hold |
3,982
| – | – | 0.23% | 43 |
|
|
2022
Q2 | $321K | Buy |
3,982
+117
| +3% | +$9.43K | 0.24% | 41 |
|
|
2022
Q1 | $372K | Buy |
+3,865
| New | +$372K | 0.35% | 32 |
|