Carolinas Wealth Consulting’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 | – | Sell |
-135
| Closed | -$13.5K | – | 256 |
|
|
2025
Q1 | $13.5K | Buy |
135
+60
| +80% | +$6K | ﹤0.01% | 496 |
|
|
2024
Q4 | $7.26K | Hold |
75
| – | – | ﹤0.01% | 585 |
|
|
2024
Q3 | $8.07K | Buy |
+75
| New | +$8.07K | ﹤0.01% | 595 |
|
|
2020
Q4 | – | Sell |
-137
| Closed | -$12K | – | 903 |
|
|
2020
Q3 | $12K | Buy |
+137
| New | +$12K | ﹤0.01% | 447 |
|