Beam 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 | $3.8M | Buy |
33,928
+2,046
| +6% | +$229K | 1.13% | 20 |
|
|
2025
Q1 | $3.19M | Buy |
31,882
+570
| +2% | +$57K | 1.08% | 23 |
|
|
2024
Q4 | $3.03M | Sell |
31,312
-194
| -0.6% | -$18.8K | 0.96% | 26 |
|
|
2024
Q3 | $3.39M | Buy |
31,506
+2,975
| +10% | +$320K | 1.03% | 23 |
|
|
2024
Q2 | $2.92M | Buy |
28,531
+12,467
| +78% | +$1.28M | 0.97% | 22 |
|
|
2024
Q1 | $1.67M | Buy |
16,064
+80
| +0.5% | +$8.3K | 1% | 24 |
|
|
2023
Q4 | $1.55M | Buy |
15,984
+1,063
| +7% | +$103K | 0.98% | 25 |
|
|
2023
Q3 | $1.29M | Sell |
14,921
-5,172
| -26% | -$446K | 0.92% | 27 |
|
|
2023
Q2 | $1.92M | Buy |
+20,093
| New | +$1.92M | 1.33% | 21 |
|