CFA
Cahill Financial Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48M | Buy |
22,150
+16
| +0.1% | +$1.79K | 0.31% | 58 |
|
|
2025
Q1 | $2.21M | Sell |
22,134
-305
| -1% | -$30.5K | 0.3% | 58 |
|
|
2024
Q4 | $2.17M | Sell |
22,439
-540
| -2% | -$52.3K | 0.29% | 63 |
|
|
2024
Q3 | $2.47M | Sell |
22,979
-19,992
| -47% | -$2.15M | 0.34% | 52 |
|
|
2024
Q2 | $4.4M | Sell |
42,971
-67,595
| -61% | -$6.91M | 0.6% | 33 |
|
|
2024
Q1 | $11.5M | Sell |
110,566
-468
| -0.4% | -$48.6K | 1.57% | 18 |
|
|
2023
Q4 | $10.8M | Buy |
111,034
+3,550
| +3% | +$344K | 1.59% | 19 |
|
|
2023
Q3 | $9.28M | Buy |
107,484
+3,780
| +4% | +$326K | 1.54% | 18 |
|
|
2023
Q2 | $9.89M | Buy |
103,704
+15,275
| +17% | +$1.46M | 1.6% | 18 |
|
|
2023
Q1 | $8.28M | Buy |
88,429
+15,868
| +22% | +$1.49M | 1.47% | 20 |
|
|
2022
Q4 | $6.08M | Buy |
72,561
+7,518
| +12% | +$630K | 1.17% | 23 |
|
|
2022
Q3 | $4.72M | Buy |
65,043
+19,419
| +43% | +$1.41M | 1% | 23 |
|
|
2022
Q2 | $3.67M | Buy |
45,624
+4,683
| +11% | +$377K | 0.78% | 32 |
|
|
2022
Q1 | $3.94M | Sell |
40,941
-10,788
| -21% | -$1.04M | 0.74% | 34 |
|
|
2021
Q4 | $5.71M | Buy |
51,729
+18,340
| +55% | +$2.02M | 1.1% | 22 |
|
|
2021
Q3 | $3.56M | Buy |
33,389
+23,813
| +249% | +$2.54M | 0.73% | 34 |
|
|
2021
Q2 | $1.03M | Buy |
9,576
+2,711
| +39% | +$291K | 0.23% | 92 |
|
|
2021
Q1 | $690K | Buy |
+6,865
| New | +$690K | 0.17% | 118 |
|