CCFM
Clear Creek Financial Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Buy |
21,828
+600
| +3% | +$67.2K | 0.23% | 98 |
|
|
2025
Q1 | $2.12M | Sell |
21,228
-65,656
| -76% | -$6.57M | 0.22% | 98 |
|
|
2024
Q4 | $8.41M | Buy |
86,884
+7,076
| +9% | +$685K | 0.91% | 26 |
|
|
2024
Q3 | $8.59M | Sell |
79,808
-386
| -0.5% | -$41.6K | 0.97% | 22 |
|
|
2024
Q2 | $8.2M | Buy |
80,194
+11,820
| +17% | +$1.21M | 0.99% | 19 |
|
|
2024
Q1 | $7.1M | Sell |
68,374
-1,009
| -1% | -$105K | 0.91% | 25 |
|
|
2023
Q4 | $6.72M | Buy |
69,383
+7,849
| +13% | +$760K | 1.07% | 18 |
|
|
2023
Q3 | $5.31M | Sell |
61,534
-3,888
| -6% | -$336K | 0.93% | 20 |
|
|
2023
Q2 | $6.24M | Buy |
65,422
+14,656
| +29% | +$1.4M | 1.08% | 22 |
|
|
2023
Q1 | $4.76M | Sell |
50,766
-4,770
| -9% | -$447K | 0.9% | 23 |
|
|
2022
Q4 | $4.65M | Sell |
55,536
-325
| -0.6% | -$27.2K | 1.02% | 24 |
|
|
2022
Q3 | $4.05M | Buy |
55,861
+6,157
| +12% | +$447K | 0.89% | 25 |
|
|
2022
Q2 | $4M | Buy |
49,704
+9,087
| +22% | +$731K | 0.84% | 29 |
|
|
2022
Q1 | $3.91M | Sell |
40,617
-11,584
| -22% | -$1.12M | 0.61% | 40 |
|
|
2021
Q4 | $5.76M | Sell |
52,201
-7,356
| -12% | -$811K | 0.87% | 24 |
|
|
2021
Q3 | $6.34M | Sell |
59,557
-1,285
| -2% | -$137K | 1.02% | 24 |
|
|
2021
Q2 | $6.53M | Buy |
60,842
+41,287
| +211% | +$4.43M | 1.01% | 26 |
|
|
2021
Q1 | $2.07M | Sell |
19,555
-46,978
| -71% | -$4.98M | 4.16% | 5 |
|
|
2020
Q4 | $6.71M | Buy |
66,533
+27,953
| +72% | +$2.82M | 1.29% | 19 |
|
|
2020
Q3 | $3.47M | Sell |
38,580
-18,008
| -32% | -$1.62M | 0.16% | 55 |
|
|
2020
Q2 | $4.7M | Sell |
56,588
-18,943
| -25% | -$1.57M | 1.22% | 22 |
|
|
2020
Q1 | $5.62M | Sell |
75,531
-20,487
| -21% | -$1.52M | 2.13% | 12 |
|
|
2019
Q4 | $8.42M | Buy |
96,018
+28,742
| +43% | +$2.52M | 3.31% | 8 |
|
|
2019
Q3 | $5.67M | Sell |
67,276
-14,593
| -18% | -$1.23M | 2.75% | 10 |
|
|
2019
Q2 | $6.61M | Buy |
+81,869
| New | +$6.61M | 2.83% | 10 |
|