Cerro Pacific Wealth Advisors’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 | $7.46M | Buy |
66,611
+27,747
| +71% | +$3.11M | 2.07% | 16 |
|
|
2025
Q1 | $3.76M | Sell |
38,864
-7,689
| -17% | -$745K | 1.22% | 23 |
|
|
2024
Q4 | $5.01M | Buy |
46,553
+19,423
| +72% | +$2.09M | 1.66% | 17 |
|
|
2024
Q3 | $2.78M | Buy |
27,130
+759
| +3% | +$77.6K | 1.05% | 27 |
|
|
2024
Q2 | $2.7M | Buy |
+26,371
| New | +$2.7M | 1.03% | 27 |
|
|
2023
Q1 | – | Sell |
-50,318
| Closed | -$4.21M | – | 149 |
|
|
2022
Q4 | $4.21M | Buy |
+50,318
| New | +$4.21M | 2.24% | 9 |
|