Aspire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.19M | Sell |
11,051
-965
| -8% | -$104K | 0.64% | 34 |
|
|
2024
Q2 | $1.23M | Buy |
12,016
+4,869
| +68% | +$498K | 0.7% | 33 |
|
|
2024
Q1 | $742K | Sell |
7,147
-4,503
| -39% | -$467K | 0.45% | 45 |
|
|
2023
Q4 | $1.13M | Buy |
11,650
+64
| +0.6% | +$6.2K | 0.77% | 28 |
|
|
2023
Q3 | $1,000K | Sell |
11,586
-2,026
| -15% | -$175K | 0.76% | 31 |
|
|
2023
Q2 | $1.3M | Buy |
13,612
+465
| +4% | +$44.4K | 0.98% | 23 |
|
|
2023
Q1 | $1.23M | Buy |
13,147
+3,823
| +41% | +$358K | 1% | 23 |
|
|
2022
Q4 | $781K | Sell |
9,324
-333
| -3% | -$27.9K | 0.68% | 35 |
|
|
2022
Q3 | $701K | Buy |
9,657
+1,576
| +20% | +$114K | 0.66% | 37 |
|
|
2022
Q2 | $650K | Sell |
8,081
-1,443
| -15% | -$116K | 0.6% | 37 |
|
|
2022
Q1 | $917K | Sell |
9,524
-1,323
| -12% | -$127K | 0.73% | 34 |
|
|
2021
Q4 | $1.2M | Buy |
+10,847
| New | +$1.2M | 0.97% | 23 |
|