BlackDiamond Wealth Management’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 | $2.17M | Sell |
19,512
-564
| -3% | -$62.8K | 1.25% | 23 |
|
|
2025
Q1 | $2.13M | Sell |
20,076
-8,603
| -30% | -$912K | 1.44% | 22 |
|
|
2024
Q4 | $2.78M | Buy |
28,679
+230
| +0.8% | +$22.3K | 1.6% | 19 |
|
|
2024
Q3 | $2.84M | Sell |
28,449
-56
| -0.2% | -$5.58K | 1.71% | 16 |
|
|
2024
Q2 | $2.84M | Buy |
28,505
+818
| +3% | +$81.5K | 1.87% | 12 |
|
|
2024
Q1 | $2.87M | Sell |
27,687
-3,019
| -10% | -$313K | 2.05% | 9 |
|
|
2023
Q4 | $2.99M | Buy |
30,706
+1,262
| +4% | +$123K | 2.2% | 7 |
|
|
2023
Q3 | $2.46M | Sell |
29,444
-11,323
| -28% | -$947K | 2.23% | 9 |
|
|
2023
Q2 | $3.89M | Sell |
40,767
-2,630
| -6% | -$251K | 3.29% | 5 |
|
|
2023
Q1 | $4.13M | Buy |
43,397
+18,004
| +71% | +$1.71M | 4.23% | 5 |
|
|
2022
Q4 | $2.23M | Sell |
25,393
-1,072
| -4% | -$94.1K | 2.53% | 7 |
|
|
2022
Q3 | $2.03M | Buy |
26,465
+7,403
| +39% | +$567K | 2.44% | 7 |
|
|
2022
Q2 | $1.58M | Sell |
19,062
-1,837
| -9% | -$152K | 1.97% | 14 |
|
|
2022
Q1 | $2.01M | Sell |
20,899
-12,691
| -38% | -$1.22M | 2.4% | 10 |
|
|
2021
Q4 | $3.71M | Buy |
+33,590
| New | +$3.71M | 4.25% | 4 |
|