Beacon Capital Management LLC (Tennessee)’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 | $110K | Buy |
984
+1
| +0.1% | +$112 | 0.01% | 194 |
|
2025
Q1 | $98.3K | Hold |
983
| – | – | 0.01% | 206 |
|
2024
Q4 | $95.2K | Sell |
983
-39
| -4% | -$3.78K | 0.01% | 203 |
|
2024
Q3 | $110K | Buy |
1,022
+338
| +49% | +$36.4K | 0.02% | 184 |
|
2024
Q2 | $70K | Hold |
684
| – | – | 0.01% | 232 |
|
2024
Q1 | $71K | Buy |
684
+637
| +1,355% | +$66.1K | 0.01% | 227 |
|
2023
Q4 | $4.06K | Hold |
47
| – | – | ﹤0.01% | 679 |
|
2023
Q3 | $4.48K | Hold |
47
| – | – | ﹤0.01% | 719 |
|
2023
Q2 | $4.48K | Hold |
47
| – | – | ﹤0.01% | 719 |
|
2023
Q1 | $4.4K | Hold |
47
| – | – | ﹤0.01% | 654 |
|
2022
Q4 | $3.94K | Buy |
+47
| New | +$3.94K | ﹤0.01% | 691 |
|
2022
Q3 | – | Sell |
-55
| Closed | -$5K | – | 902 |
|
2022
Q2 | $5K | Hold |
55
| – | – | ﹤0.01% | 638 |
|
2022
Q1 | $5K | Buy |
+55
| New | +$5K | ﹤0.01% | 638 |
|