BA
Bellwether Advisors’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 | $30.7K | Hold |
274
| – | – | 0.01% | 255 |
|
|
2025
Q1 | $27.4K | Sell |
274
-63
| -19% | -$6.3K | 0.01% | 250 |
|
|
2024
Q4 | $32.6K | Buy |
+337
| New | +$32.6K | 0.01% | 254 |
|
|
2023
Q2 | – | Sell |
-576
| Closed | -$54K | – | 203 |
|
|
2023
Q1 | $54K | Sell |
576
-131
| -19% | -$12.3K | 0.01% | 188 |
|
|
2022
Q4 | $59.2K | Sell |
707
-81
| -10% | -$6.79K | 0.02% | 178 |
|
|
2022
Q3 | $57K | Sell |
788
-475
| -38% | -$34.4K | 0.02% | 151 |
|
|
2022
Q2 | $101K | Hold |
1,263
| – | – | 0.03% | 135 |
|
|
2022
Q1 | $121K | Hold |
1,263
| – | – | 0.04% | 150 |
|
|
2021
Q4 | $139K | Hold |
1,263
| – | – | 0.04% | 137 |
|
|
2021
Q3 | $134K | Hold |
1,263
| – | – | 0.04% | 161 |
|
|
2021
Q2 | $135K | Sell |
1,263
-116
| -8% | -$12.4K | 0.05% | 142 |
|
|
2021
Q1 | $138K | Hold |
1,379
| – | – | 0.05% | 127 |
|
|
2020
Q4 | $139K | Buy |
+1,379
| New | +$139K | 0.06% | 118 |
|