Axim Planning & Wealth’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 | $218K | Buy |
+1,947
| New | +$218K | 0.2% | 56 |
|
|
2025
Q1 | – | Sell |
-2,926
| Closed | -$283K | – | 51 |
|
|
2024
Q4 | $283K | Buy |
2,926
+983
| +51% | +$95.2K | 0.3% | 25 |
|
|
2024
Q3 | $209K | Buy |
+1,943
| New | +$209K | 0.24% | 29 |
|
|
2022
Q4 | – | Sell |
-103
| Closed | -$7K | – | 65 |
|
|
2022
Q3 | $7K | Sell |
103
-41
| -28% | -$2.79K | 0.01% | 124 |
|
|
2022
Q2 | $12K | Buy |
+144
| New | +$12K | 0.01% | 84 |
|