BIP 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
Q2 | $869K | Sell |
7,755
-2,264
| -23% | -$254K | 0.05% | 110 |
|
|
2025
Q1 | $1M | Sell |
10,019
-353
| -3% | -$35.3K | 0.07% | 100 |
|
|
2024
Q4 | $1M | Sell |
10,372
-67
| -0.6% | -$6.49K | 0.07% | 101 |
|
|
2024
Q3 | $1.12M | Sell |
10,439
-111
| -1% | -$11.9K | 0.08% | 87 |
|
|
2024
Q2 | $1.08M | Sell |
10,550
-1,197
| -10% | -$122K | 0.09% | 75 |
|
|
2024
Q1 | $1.22M | Buy |
11,747
+970
| +9% | +$101K | 0.09% | 75 |
|
|
2023
Q4 | $1.04M | Sell |
10,777
-1,008
| -9% | -$97.6K | 0.08% | 80 |
|
|
2023
Q3 | $1.02M | Buy |
11,785
+322
| +3% | +$27.8K | 0.09% | 75 |
|
|
2023
Q2 | $1.09M | Sell |
11,463
-2,597
| -18% | -$248K | 0.09% | 74 |
|
|
2023
Q1 | $1.32M | Buy |
+14,060
| New | +$1.32M | 0.14% | 67 |
|