Continuum Advisory’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 | $334K | Sell |
2,986
-448
| -13% | -$50.2K | 0.04% | 320 |
|
|
2025
Q1 | $343K | Sell |
3,434
-1,128
| -25% | -$113K | 0.04% | 296 |
|
|
2024
Q4 | $442K | Buy |
4,562
+56
| +1% | +$5.42K | 0.06% | 257 |
|
|
2024
Q3 | $446K | Buy |
4,506
+488
| +12% | +$48.3K | 0.06% | 261 |
|
|
2024
Q2 | $411K | Buy |
4,018
+1,190
| +42% | +$122K | 0.06% | 252 |
|
|
2024
Q1 | $291K | Sell |
2,828
-148
| -5% | -$15.2K | 0.04% | 309 |
|
|
2023
Q4 | $288K | Sell |
2,976
-562
| -16% | -$54.4K | 0.04% | 378 |
|
|
2023
Q3 | $305K | Sell |
3,538
-1,115
| -24% | -$96.2K | 0.05% | 361 |
|
|
2023
Q2 | $444K | Buy |
4,653
+413
| +10% | +$39.4K | 0.07% | 303 |
|
|
2023
Q1 | $397K | Buy |
4,240
+1,011
| +31% | +$94.7K | 0.07% | 301 |
|
|
2022
Q4 | $270K | Sell |
3,229
-243
| -7% | -$20.4K | 0.05% | 357 |
|
|
2022
Q3 | $252K | Buy |
3,472
+635
| +22% | +$46.1K | 0.04% | 341 |
|
|
2022
Q2 | $228K | Hold |
2,837
| – | – | 0.04% | 370 |
|
|
2022
Q1 | $250K | Sell |
2,837
-1,221
| -30% | -$108K | 0.05% | 341 |
|
|
2021
Q4 | $448K | Buy |
4,058
+261
| +7% | +$28.8K | 0.1% | 189 |
|
|
2021
Q3 | $404K | Buy |
3,797
+646
| +21% | +$68.7K | 0.11% | 181 |
|
|
2021
Q2 | $338K | Buy |
+3,151
| New | +$338K | 0.11% | 201 |
|