Connecticut 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 | $379K | Sell |
3,388
-22
| -0.6% | -$2.46K | 0.02% | 236 |
|
|
2025
Q1 | $341K | Hold |
3,410
| – | – | 0.02% | 243 |
|
|
2024
Q4 | $330K | Buy |
3,410
+15
| +0.4% | +$1.45K | 0.02% | 223 |
|
|
2024
Q3 | $365K | Buy |
3,395
+114
| +3% | +$12.3K | 0.02% | 250 |
|
|
2024
Q2 | $336K | Sell |
3,281
-747
| -19% | -$76.4K | 0.02% | 252 |
|
|
2024
Q1 | $418K | Hold |
4,028
| – | – | 0.02% | 233 |
|
|
2023
Q4 | $390K | Sell |
4,028
-89
| -2% | -$8.62K | 0.02% | 236 |
|
|
2023
Q3 | $355K | Buy |
+4,117
| New | +$355K | 0.02% | 201 |
|