Consilio Wealth Advisors’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 | $4.63M | Buy |
41,426
+29,027
| +234% | +$3.24M | 1.65% | 14 |
|
|
2025
Q1 | $1.24M | Sell |
12,399
-156,653
| -93% | -$15.7M | 0.52% | 22 |
|
|
2024
Q4 | $16.4M | Buy |
169,052
+5,596
| +3% | +$542K | 6.7% | 5 |
|
|
2024
Q3 | $17.6M | Buy |
163,456
+12,024
| +8% | +$1.29M | 7.26% | 4 |
|
|
2024
Q2 | $15.5M | Buy |
151,432
+3,727
| +3% | +$381K | 6.95% | 5 |
|
|
2024
Q1 | $15.3M | Buy |
147,705
+4,179
| +3% | +$434K | 7.18% | 5 |
|
|
2023
Q4 | $13.9M | Buy |
143,526
+11,222
| +8% | +$1.09M | 7.05% | 5 |
|
|
2023
Q3 | $11.1M | Buy |
132,304
+4,480
| +4% | +$377K | 6.47% | 6 |
|
|
2023
Q2 | $12.2M | Sell |
127,824
-63
| -0% | -$6.01K | 6.71% | 4 |
|
|
2023
Q1 | $12M | Buy |
127,887
+26,106
| +26% | +$2.45M | 6.78% | 4 |
|
|
2022
Q4 | $8.53M | Buy |
+101,781
| New | +$8.53M | 5.45% | 5 |
|