Clayton Financial Group’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 | $369K | Sell |
3,290
-32,756
| -91% | -$3.67M | 0.44% | 22 |
|
2025
Q1 | $3.6M | Sell |
36,046
-4,149
| -10% | -$415K | 1.32% | 21 |
|
2024
Q4 | $3.89M | Buy |
40,195
+8,923
| +29% | +$864K | 1.4% | 19 |
|
2024
Q3 | $3.37M | Buy |
31,272
+12,285
| +65% | +$1.32M | 1.26% | 22 |
|
2024
Q2 | $1.97M | Buy |
18,987
+3,115
| +20% | +$323K | 0.85% | 27 |
|
2024
Q1 | $1.65M | Buy |
15,872
+3,961
| +33% | +$411K | 0.75% | 29 |
|
2023
Q4 | $1.15M | Buy |
+11,911
| New | +$1.15M | 0.72% | 27 |
|