Commonwealth Retirement Investments’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 | $1.44M | Sell |
12,863
-9
| -0.1% | -$1.01K | 0.55% | 50 |
|
|
2025
Q1 | $1.29M | Sell |
12,872
-10,153
| -44% | -$1.02M | 0.52% | 57 |
|
|
2024
Q4 | $2.23M | Buy |
23,025
+2,840
| +14% | +$275K | 0.92% | 37 |
|
|
2024
Q3 | $2.17M | Sell |
20,185
-165
| -0.8% | -$17.8K | 0.91% | 36 |
|
|
2024
Q2 | $2.08M | Buy |
20,350
+7,876
| +63% | +$806K | 0.95% | 33 |
|
|
2024
Q1 | $1.29M | Buy |
12,474
+331
| +3% | +$34.4K | 0.62% | 52 |
|
|
2023
Q4 | $1.18M | Sell |
12,143
-6,297
| -34% | -$610K | 0.62% | 51 |
|
|
2023
Q3 | $1.59M | Sell |
18,440
-3,365
| -15% | -$290K | 0.92% | 32 |
|
|
2023
Q2 | $2.08M | Buy |
21,805
+32
| +0.1% | +$3.05K | 1.16% | 30 |
|
|
2023
Q1 | $2.04M | Buy |
21,773
+7,033
| +48% | +$659K | 1.21% | 32 |
|
|
2022
Q4 | $1.23M | Buy |
+14,740
| New | +$1.23M | 0.75% | 35 |
|