Cherry Tree 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 | $3.81K | Sell |
34
-31
| -48% | -$3.47K | ﹤0.01% | 501 |
|
|
2025
Q1 | $6.5K | Buy |
65
+34
| +110% | +$3.4K | ﹤0.01% | 491 |
|
|
2024
Q4 | $3K | Hold |
31
| – | – | ﹤0.01% | 513 |
|
|
2024
Q3 | $3.34K | Hold |
31
| – | – | ﹤0.01% | 508 |
|
|
2024
Q2 | $3.17K | Hold |
31
| – | – | ﹤0.01% | 488 |
|
|
2024
Q1 | $3.22K | Hold |
31
| – | – | ﹤0.01% | 473 |
|
|
2023
Q4 | $3K | Hold |
31
| – | – | ﹤0.01% | 474 |
|
|
2023
Q3 | $2.68K | Hold |
31
| – | – | ﹤0.01% | 463 |
|
|
2023
Q2 | $2.96K | Buy |
+31
| New | +$2.96K | ﹤0.01% | 465 |
|