BCU Wealth 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 | $2.08M | Sell |
18,615
-4,208
| -18% | -$471K | 0.94% | 15 |
|
|
2025
Q1 | $2.28M | Buy |
22,823
+3,217
| +16% | +$322K | 1.19% | 14 |
|
|
2024
Q4 | $1.9M | Buy |
19,606
+3,569
| +22% | +$346K | 1.08% | 14 |
|
|
2024
Q3 | $1.73M | Buy |
16,037
+393
| +3% | +$42.3K | 1.03% | 16 |
|
|
2024
Q2 | $1.6M | Buy |
15,644
+6,761
| +76% | +$692K | 1.18% | 15 |
|
|
2024
Q1 | $922K | Buy |
8,883
+608
| +7% | +$63.1K | 0.78% | 18 |
|
|
2023
Q4 | $801K | Buy |
+8,275
| New | +$801K | 0.87% | 17 |
|