Beacon Bridge Wealth 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
Q2 | $3.22M | Buy |
28,746
+98
| +0.3% | +$11K | 1.28% | 24 |
|
|
2025
Q1 | $2.86M | Sell |
28,648
-12,155
| -30% | -$1.22M | 1.22% | 25 |
|
|
2024
Q4 | $3.95M | Buy |
40,803
+8,170
| +25% | +$791K | 1.68% | 17 |
|
|
2024
Q3 | $3.51M | Buy |
32,633
+13,531
| +71% | +$1.46M | 1.51% | 21 |
|
|
2024
Q2 | $1.95M | Sell |
19,102
-3,542
| -16% | -$362K | 0.9% | 31 |
|
|
2024
Q1 | $2.35M | Buy |
22,644
+1,584
| +8% | +$164K | 1.11% | 27 |
|
|
2023
Q4 | $2.04M | Buy |
21,060
+2,216
| +12% | +$215K | 1.02% | 27 |
|
|
2023
Q3 | $1.63M | Buy |
+18,844
| New | +$1.63M | 0.86% | 33 |
|