Avaii 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 | $221K | Buy |
+1,977
| New | +$221K | 0.1% | 123 |
|
|
2024
Q4 | – | Sell |
-2,291
| Closed | -$247K | – | 133 |
|
|
2024
Q3 | $247K | Sell |
2,291
-6
| -0.3% | -$646 | 0.12% | 113 |
|
|
2024
Q2 | $235K | Sell |
2,297
-96
| -4% | -$9.82K | 0.13% | 129 |
|
|
2024
Q1 | $248K | Buy |
2,393
+264
| +12% | +$27.4K | 0.15% | 118 |
|
|
2023
Q4 | $206K | Sell |
2,129
-239
| -10% | -$23.1K | 0.13% | 135 |
|
|
2023
Q3 | $204K | Buy |
2,368
+214
| +10% | +$18.5K | 0.15% | 134 |
|
|
2023
Q2 | $206K | Buy |
+2,154
| New | +$206K | 0.16% | 138 |
|