Callan Family Office’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 | $4.68M | Sell |
41,820
-3,271
| -7% | -$366K | 0.15% | 162 |
|
|
2025
Q1 | $4.51M | Sell |
45,091
-2,015
| -4% | -$202K | 0.34% | 66 |
|
|
2024
Q4 | $4.56M | Sell |
47,106
-490
| -1% | -$47.4K | 0.29% | 67 |
|
|
2024
Q3 | $5.12M | Buy |
47,596
+650
| +1% | +$70K | 0.86% | 26 |
|
|
2024
Q2 | $4.8M | Sell |
46,946
-320
| -0.7% | -$32.7K | 0.92% | 25 |
|
|
2024
Q1 | $4.91M | Buy |
47,266
+175
| +0.4% | +$18.2K | 1.15% | 20 |
|
|
2023
Q4 | $4.56M | Buy |
47,091
+2,179
| +5% | +$211K | 1.13% | 19 |
|
|
2023
Q3 | $3.88M | Sell |
44,912
-219
| -0.5% | -$18.9K | 1.03% | 21 |
|
|
2023
Q2 | $4.31M | Sell |
45,131
-100
| -0.2% | -$9.54K | 1.14% | 21 |
|
|
2023
Q1 | $4.24M | Buy |
45,231
+3,118
| +7% | +$292K | 1.03% | 21 |
|
|
2022
Q4 | $3.53M | Buy |
+42,113
| New | +$3.53M | 1.14% | 19 |
|