Beacon Financial Planning’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 | $598K | Sell |
5,340
-957
| -15% | -$107K | 0.33% | 38 |
|
|
2025
Q1 | $630K | Buy |
6,297
+2,030
| +48% | +$203K | 0.36% | 36 |
|
|
2024
Q4 | $413K | Buy |
4,267
+577
| +16% | +$55.9K | 0.24% | 38 |
|
|
2024
Q3 | $397K | Buy |
3,690
+1,698
| +85% | +$183K | 0.25% | 33 |
|
|
2024
Q2 | $204K | Buy |
+1,992
| New | +$204K | 0.14% | 39 |
|
|
2023
Q4 | – | Sell |
-2,328
| Closed | -$201K | – | 35 |
|
|
2023
Q3 | $201K | Hold |
2,328
| – | – | 0.17% | 32 |
|
|
2023
Q2 | $222K | Sell |
2,328
-187
| -7% | -$17.8K | 0.19% | 28 |
|
|
2023
Q1 | $236K | Hold |
2,515
| – | – | 0.22% | 23 |
|
|
2022
Q4 | $211K | Buy |
+2,515
| New | +$211K | 0.22% | 21 |
|