Baldwin Wealth Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-290
| Closed | -$31.2K | – | 465 |
|
|
2024
Q3 | $31.2K | Hold |
290
| – | – | ﹤0.01% | 631 |
|
|
2024
Q2 | $29.7K | Hold |
290
| – | – | ﹤0.01% | 424 |
|
|
2024
Q1 | $30.1K | Hold |
290
| – | – | ﹤0.01% | 442 |
|
|
2023
Q4 | $28.1K | Hold |
290
| – | – | ﹤0.01% | 457 |
|
|
2023
Q3 | $25K | Hold |
290
| – | – | ﹤0.01% | 487 |
|
|
2023
Q2 | $27.7K | Hold |
290
| – | – | ﹤0.01% | 496 |
|
|
2023
Q1 | $27.2K | Hold |
290
| – | – | ﹤0.01% | 512 |
|
|
2022
Q4 | $24.3K | Hold |
290
| – | – | ﹤0.01% | 512 |
|
|
2022
Q3 | $21K | Hold |
290
| – | – | ﹤0.01% | 442 |
|
|
2022
Q2 | $23K | Hold |
290
| – | – | ﹤0.01% | 455 |
|
|
2022
Q1 | $28K | Hold |
290
| – | – | ﹤0.01% | 444 |
|
|
2021
Q4 | $32K | Hold |
290
| – | – | ﹤0.01% | 401 |
|
|
2021
Q3 | $31K | Sell |
290
-280
| -49% | -$30.8K | ﹤0.01% | 403 |
|
|
2021
Q2 | $61K | Sell |
570
-100
| -15% | -$10.6K | 0.01% | 332 |
|
|
2021
Q1 | $67K | Hold |
670
| – | – | 0.01% | 304 |
|
|
2020
Q4 | $68K | Hold |
670
| – | – | 0.01% | 284 |
|
|
2020
Q3 | $60K | Sell |
670
-210
| -24% | -$18.6K | 0.01% | 273 |
|
|
2020
Q2 | $73K | Hold |
880
| – | – | 0.01% | 254 |
|
|
2020
Q1 | $63K | Buy |
880
+170
| +24% | +$13.8K | 0.01% | 251 |
|
|
2019
Q4 | $61K | Buy |
710
+95
| +15% | +$7.93K | 0.01% | 293 |
|
|
2019
Q3 | $50K | Sell |
615
-1,289
| -68% | -$103K | 0.01% | 304 |
|
|
2019
Q2 | $154K | Hold |
1,904
| – | – | 0.02% | 215 |
|
|
2019
Q1 | $147K | Hold |
1,904
| – | – | 0.02% | 214 |
|
|
2018
Q4 | $132K | Hold |
1,904
| – | – | 0.02% | 213 |
|
|
2018
Q3 | $152K | Hold |
1,904
| – | – | 0.02% | 218 |
|
|
2018
Q2 | $150K | Hold |
1,904
| – | – | 0.02% | 219 |
|
|
2018
Q1 | $153K | Hold |
1,904
| – | – | 0.02% | 212 |
|
|
2017
Q4 | $154K | Hold |
1,904
| – | – | 0.02% | 214 |
|
|
2017
Q3 | $147K | Hold |
1,904
| – | – | 0.02% | 207 |
|
|
2017
Q2 | $141K | Sell |
1,904
-300
| -14% | -$21.9K | 0.02% | 211 |
|
|
2017
Q1 | $153K | Sell |
2,204
-400
| -15% | -$26.8K | 0.03% | 200 |
|
|
2016
Q4 | $166K | Hold |
2,604
| – | – | 0.03% | 189 |
|
|
2016
Q3 | $178K | Buy |
2,604
+1,326
| +104% | +$89.5K | 0.03% | 188 |
|
|
2016
Q2 | $84K | Buy |
1,278
+978
| +326% | +$64.7K | 0.02% | 225 |
|
|
2016
Q1 | $20K | Buy |
+300
| New | +$19K | ﹤0.01% | 362 |
|
Other funds holding EFG
PAS
Baldwin Wealth Partners's EFG Position: Q4 2024 in Review
Baldwin Wealth Partners sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2024, closing a stake of 290 shares — an estimated $31.2K sold.
Baldwin Wealth Partners first reported a position in EFG in Q1 2016 and held it in 35 quarters. The position peaked at $178K in Q3 2016. 986 funds tracked by Wall St. Rank hold EFG as of Q4 2024.
- Baldwin Wealth Partners reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2024 after selling out during the quarter.
- Baldwin Wealth Partners sold 290 iShares MSCI EAFE Growth ETF shares in Q4 2024, an estimated $31.2K.
- Baldwin Wealth Partners first reported a position in iShares MSCI EAFE Growth ETF in Q1 2016 and held it in 35 quarters.
- Baldwin Wealth Partners's iShares MSCI EAFE Growth ETF position peaked at $178K in Q3 2016.
- 986 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2024.
Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.