Aveo Capital Partners’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
Q1 | – | Sell |
-4,659
| Closed | -$451K | – | 217 |
|
|
2024
Q4 | $451K | Buy |
4,659
+833
| +22% | +$80.7K | 0.05% | 222 |
|
|
2024
Q3 | $412K | Sell |
3,826
-179
| -4% | -$19.3K | 0.04% | 227 |
|
|
2024
Q2 | $410K | Buy |
4,005
+1,448
| +57% | +$148K | 0.05% | 217 |
|
|
2024
Q1 | $259K | Buy |
2,557
+42
| +2% | +$4.25K | 0.03% | 314 |
|
|
2023
Q4 | $244K | Sell |
2,515
-1,390
| -36% | -$135K | 0.03% | 297 |
|
|
2023
Q3 | $337K | Sell |
3,905
-1,792
| -31% | -$155K | 0.04% | 249 |
|
|
2023
Q2 | $544K | Buy |
5,697
+1,620
| +40% | +$155K | 0.07% | 194 |
|
|
2023
Q1 | $382K | Buy |
4,077
+1,270
| +45% | +$119K | 0.05% | 229 |
|
|
2022
Q4 | $235K | Sell |
2,807
-861
| -23% | -$72.1K | 0.04% | 288 |
|
|
2022
Q3 | $266K | Buy |
3,668
+990
| +37% | +$71.8K | 0.05% | 232 |
|
|
2022
Q2 | $216K | Buy |
2,678
+103
| +4% | +$8.31K | 0.04% | 249 |
|
|
2022
Q1 | $248K | Sell |
2,575
-1,380
| -35% | -$133K | 0.04% | 242 |
|
|
2021
Q4 | $436K | Buy |
3,955
+940
| +31% | +$104K | 0.08% | 187 |
|
|
2021
Q3 | $321K | Buy |
+3,015
| New | +$321K | 0.07% | 201 |
|
|
2018
Q4 | – | Sell |
-2,848
| Closed | -$210K | – | 131 |
|
|
2018
Q3 | $210K | Buy |
+2,848
| New | +$210K | 0.09% | 130 |
|
|
2018
Q2 | – | Sell |
-26,873
| Closed | -$2.16M | – | 143 |
|
|
2018
Q1 | $2.16M | Buy |
26,873
+3,031
| +13% | +$244K | 0.9% | 25 |
|
|
2017
Q4 | $1.93M | Buy |
+23,842
| New | +$1.93M | 0.64% | 28 |
|