BFC
Bedel Financial Consulting’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6M | Buy |
120,993
+453
| +0.4% | +$50.7K | 1.85% | 7 |
|
|
2025
Q1 | $12.8M | Buy |
120,540
+528
| +0.4% | +$56.1K | 1.83% | 7 |
|
|
2024
Q4 | $12.3M | Buy |
120,012
+1,245
| +1% | +$128K | 1.71% | 7 |
|
|
2024
Q3 | $12.8M | Sell |
118,767
-2,449
| -2% | -$264K | 1.8% | 7 |
|
|
2024
Q2 | $12.4M | Sell |
121,216
-3,262
| -3% | -$334K | 1.82% | 7 |
|
|
2024
Q1 | $12.9M | Sell |
124,478
-199
| -0.2% | -$20.7K | 2.03% | 7 |
|
|
2023
Q4 | $12.1M | Sell |
124,677
-366
| -0.3% | -$35.4K | 2.21% | 7 |
|
|
2023
Q3 | $10.8M | Sell |
125,043
-4,366
| -3% | -$377K | 2.18% | 7 |
|
|
2023
Q2 | $12.3M | Buy |
129,409
+27,257
| +27% | +$2.6M | 2.58% | 5 |
|
|
2023
Q1 | $9.57M | Buy |
102,152
+2,669
| +3% | +$250K | 2.33% | 7 |
|
|
2022
Q4 | $8.33M | Buy |
99,483
+2,635
| +3% | +$221K | 2.07% | 7 |
|
|
2022
Q3 | $7.55M | Buy |
96,848
+20,577
| +27% | +$1.6M | 2% | 7 |
|
|
2022
Q2 | $6.14M | Buy |
+76,271
| New | +$6.14M | 1.8% | 8 |
|