B.O.S.S. Retirement 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 | $3.74M | Buy |
33,410
+2,391
| +8% | +$268K | 0.94% | 24 |
|
|
2025
Q1 | $3.1M | Sell |
31,019
-2,084
| -6% | -$208K | 0.9% | 25 |
|
|
2024
Q4 | $3.21M | Buy |
33,103
+28,726
| +656% | +$2.78M | 0.9% | 25 |
|
|
2024
Q3 | $471K | Buy |
4,377
+1,553
| +55% | +$167K | 0.09% | 153 |
|
|
2024
Q2 | $289K | Buy |
+2,824
| New | +$289K | 0.07% | 150 |
|
|
2024
Q1 | – | Sell |
-23,815
| Closed | -$2.31M | – | 161 |
|
|
2023
Q4 | $2.31M | Buy |
23,815
+554
| +2% | +$53.7K | 0.45% | 65 |
|
|
2023
Q3 | $2.01M | Buy |
23,261
+3,221
| +16% | +$278K | 0.43% | 75 |
|
|
2023
Q2 | $1.91M | Buy |
20,040
+1,245
| +7% | +$119K | 0.41% | 80 |
|
|
2023
Q1 | $1.76M | Buy |
18,795
+710
| +4% | +$66.5K | 0.41% | 96 |
|
|
2022
Q4 | $1.51M | Buy |
+18,085
| New | +$1.51M | 0.39% | 112 |
|