Center for Financial Planning’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 | $12.3K | Hold |
110
| – | – | ﹤0.01% | 444 |
|
|
2025
Q1 | $11K | Hold |
110
| – | – | ﹤0.01% | 464 |
|
|
2024
Q4 | $10.7K | Hold |
110
| – | – | ﹤0.01% | 414 |
|
|
2024
Q3 | $11.8K | Hold |
110
| – | – | ﹤0.01% | 384 |
|
|
2024
Q2 | $11.3K | Hold |
110
| – | – | ﹤0.01% | 383 |
|
|
2024
Q1 | $11.4K | Hold |
110
| – | – | ﹤0.01% | 395 |
|
|
2023
Q4 | $10.7K | Hold |
110
| – | – | ﹤0.01% | 364 |
|
|
2023
Q3 | $9.49K | Sell |
110
-19
| -15% | -$1.64K | ﹤0.01% | 362 |
|
|
2023
Q2 | $12.3K | Hold |
129
| – | – | ﹤0.01% | 361 |
|
|
2023
Q1 | $12.1K | Hold |
129
| – | – | ﹤0.01% | 342 |
|
|
2022
Q4 | $10.8K | Hold |
129
| – | – | ﹤0.01% | 349 |
|
|
2022
Q3 | $9K | Hold |
129
| – | – | ﹤0.01% | 363 |
|
|
2022
Q2 | $10K | Hold |
129
| – | – | ﹤0.01% | 355 |
|
|
2022
Q1 | $12K | Hold |
129
| – | – | ﹤0.01% | 356 |
|
|
2021
Q4 | $14K | Hold |
129
| – | – | ﹤0.01% | 346 |
|
|
2021
Q3 | $14K | Hold |
129
| – | – | ﹤0.01% | 328 |
|
|
2021
Q2 | $14K | Hold |
129
| – | – | ﹤0.01% | 333 |
|
|
2021
Q1 | $13K | Buy |
+129
| New | +$13K | ﹤0.01% | 350 |
|
|
2020
Q4 | – | Sell |
-29
| Closed | -$3K | – | 470 |
|
|
2020
Q3 | $3K | Hold |
29
| – | – | ﹤0.01% | 386 |
|
|
2020
Q2 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 408 |
|