Concord Wealth Partners’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 | – | Sell |
-36
| Closed | -$3.6K | – | 876 |
|
|
2025
Q1 | $3.6K | Hold |
36
| – | – | ﹤0.01% | 627 |
|
|
2024
Q4 | $3.49K | Hold |
36
| – | – | ﹤0.01% | 653 |
|
|
2024
Q3 | $3.88K | Hold |
36
| – | – | ﹤0.01% | 669 |
|
|
2024
Q2 | $3.68K | Sell |
36
-63
| -64% | -$6.45K | ﹤0.01% | 607 |
|
|
2024
Q1 | $10.3K | Sell |
99
-171
| -63% | -$17.7K | ﹤0.01% | 568 |
|
|
2023
Q4 | $26.2K | Sell |
270
-53
| -16% | -$5.13K | 0.01% | 445 |
|
|
2023
Q3 | $27.9K | Hold |
323
| – | – | 0.01% | 463 |
|
|
2023
Q2 | $30.8K | Buy |
323
+168
| +108% | +$16K | 0.01% | 434 |
|
|
2023
Q1 | $14.5K | Sell |
155
-187
| -55% | -$17.5K | ﹤0.01% | 543 |
|
|
2022
Q4 | $28.6K | Buy |
+342
| New | +$28.6K | 0.01% | 474 |
|
|
2022
Q3 | – | Sell |
-1,033
| Closed | -$83K | – | 420 |
|
|
2022
Q2 | $83K | Buy |
1,033
+36
| +4% | +$2.89K | 0.02% | 285 |
|
|
2022
Q1 | $96K | Sell |
997
-18
| -2% | -$1.73K | 0.02% | 306 |
|
|
2021
Q4 | $112K | Buy |
+1,015
| New | +$112K | 0.03% | 290 |
|
|
2021
Q1 | – | Sell |
-49
| Closed | -$5K | – | 1014 |
|
|
2020
Q4 | $5K | Buy |
+49
| New | +$5K | ﹤0.01% | 413 |
|