Beverly Hills Private Wealth’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
Q1 | – | Sell |
-3,438
| Closed | -$333K | – | 340 |
|
|
2024
Q4 | $333K | Sell |
3,438
-456
| -12% | -$44.2K | 0.07% | 235 |
|
|
2024
Q3 | $419K | Sell |
3,894
-1,614
| -29% | -$174K | 0.08% | 208 |
|
|
2024
Q2 | $563K | Buy |
5,508
+1,760
| +47% | +$180K | 0.12% | 174 |
|
|
2024
Q1 | $389K | Sell |
3,748
-753
| -17% | -$78.2K | 0.09% | 234 |
|
|
2023
Q4 | $436K | Sell |
4,501
-3,527
| -44% | -$342K | 0.11% | 194 |
|
|
2023
Q3 | $693K | Sell |
8,028
-9,376
| -54% | -$809K | 0.21% | 109 |
|
|
2023
Q2 | $1.62M | Buy |
17,404
+7,574
| +77% | +$707K | 0.27% | 88 |
|
|
2023
Q1 | $921K | Buy |
9,830
+6,114
| +165% | +$573K | 0.29% | 90 |
|
|
2022
Q4 | $311K | Buy |
+3,716
| New | +$311K | 0.14% | 173 |
|