Buckingham Strategic 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $4.73M | Sell |
46,190
-210
| -0.5% | -$21.5K | 0.05% | 148 |
|
|
2024
Q1 | $4.82M | Buy |
46,400
+298
| +0.6% | +$30.9K | 0.05% | 150 |
|
|
2023
Q4 | $4.46M | Sell |
46,102
-101
| -0.2% | -$9.78K | 0.05% | 147 |
|
|
2023
Q3 | $3.99M | Buy |
46,203
+552
| +1% | +$47.6K | 0.06% | 146 |
|
|
2023
Q2 | $4.36M | Sell |
45,651
-2,545
| -5% | -$243K | 0.06% | 142 |
|
|
2023
Q1 | $4.04M | Hold |
48,196
| – | – | 0.07% | 126 |
|
|
2022
Q4 | $4.04M | Sell |
48,196
-798
| -2% | -$66.8K | 0.07% | 126 |
|
|
2022
Q3 | $3.56M | Sell |
48,994
-623
| -1% | -$45.2K | 0.07% | 125 |
|
|
2022
Q2 | $3.99M | Buy |
49,617
+623
| +1% | +$50.1K | 0.08% | 123 |
|
|
2022
Q1 | $4.72M | Sell |
48,994
-131
| -0.3% | -$12.6K | 0.09% | 111 |
|
|
2021
Q4 | $5.42M | Sell |
49,125
-2
| -0% | -$221 | 0.1% | 100 |
|
|
2021
Q3 | $5.23M | Sell |
49,127
-390
| -0.8% | -$41.5K | 0.11% | 103 |
|
|
2021
Q2 | $5.31M | Buy |
49,517
+280
| +0.6% | +$30K | 0.13% | 98 |
|
|
2021
Q1 | $4.95M | Sell |
49,237
-2,771
| -5% | -$278K | 0.24% | 90 |
|
|
2020
Q4 | $5.25M | Buy |
+52,008
| New | +$5.25M | 0.28% | 84 |
|
|
2019
Q2 | – | Sell |
-3,595
| Closed | -$278K | – | 441 |
|
|
2019
Q1 | $278K | Buy |
+3,595
| New | +$278K | 0.04% | 327 |
|