Certus Wealth Management’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 | $6.35M | Sell |
56,722
-1,096
| -2% | -$123K | 4.09% | 10 |
|
|
2025
Q1 | $6.18M | Sell |
57,818
-20,493
| -26% | -$2.19M | 4.2% | 10 |
|
|
2024
Q4 | $8.02M | Buy |
78,311
+9,605
| +14% | +$983K | 5.37% | 5 |
|
|
2024
Q3 | $7.4M | Buy |
68,706
+579
| +0.8% | +$62.3K | 5.15% | 6 |
|
|
2024
Q2 | $6.97M | Buy |
68,127
+12,733
| +23% | +$1.3M | 5.29% | 6 |
|
|
2024
Q1 | $5.6M | Buy |
55,394
+8,834
| +19% | +$893K | 4.46% | 7 |
|
|
2023
Q4 | $4.51M | Sell |
46,560
-9,534
| -17% | -$923K | 3.83% | 8 |
|
|
2023
Q3 | $4.84M | Buy |
56,094
+28,876
| +106% | +$2.49M | 4.63% | 5 |
|
|
2023
Q2 | $2.6M | Buy |
+27,218
| New | +$2.6M | 2.58% | 8 |
|