Boston Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $482K | Hold |
4,981
| – | – | 0.01% | 242 |
|
|
2024
Q3 | $536K | Sell |
4,981
-1
| -0% | -$108 | 0.02% | 234 |
|
|
2024
Q2 | $510K | Hold |
4,982
| – | – | 0.02% | 237 |
|
|
2024
Q1 | $517K | Sell |
4,982
-561
| -10% | -$58.2K | 0.02% | 243 |
|
|
2023
Q4 | $537K | Buy |
5,543
+656
| +13% | +$63.5K | 0.02% | 232 |
|
|
2023
Q3 | $422K | Sell |
4,887
-200
| -4% | -$17.3K | 0.02% | 236 |
|
|
2023
Q2 | $485K | Buy |
5,087
+260
| +5% | +$24.8K | 0.02% | 235 |
|
|
2023
Q1 | $452K | Sell |
4,827
-523
| -10% | -$49K | 0.02% | 232 |
|
|
2022
Q4 | $448K | Buy |
5,350
+1,625
| +44% | +$136K | 0.02% | 232 |
|
|
2022
Q3 | $270K | Buy |
+3,725
| New | +$270K | 0.01% | 269 |
|