Copperleaf Capital’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 | $2.1M | Sell |
18,751
-901
| -5% | -$101K | 1.06% | 22 |
|
|
2025
Q1 | $1.97M | Sell |
19,652
-12,072
| -38% | -$1.21M | 1.17% | 23 |
|
|
2024
Q4 | $3.07M | Buy |
31,724
+8,419
| +36% | +$815K | 1.95% | 12 |
|
|
2024
Q3 | $2.51M | Buy |
23,305
+1,373
| +6% | +$148K | 1.92% | 12 |
|
|
2024
Q2 | $2.24M | Buy |
21,932
+28
| +0.1% | +$2.86K | 1.79% | 14 |
|
|
2024
Q1 | $2.27M | Buy |
21,904
+4,066
| +23% | +$422K | 1.97% | 12 |
|
|
2023
Q4 | $1.73M | Sell |
17,838
-11,366
| -39% | -$1.1M | 1.76% | 17 |
|
|
2023
Q3 | $2.52M | Sell |
29,204
-7,414
| -20% | -$640K | 2.73% | 6 |
|
|
2023
Q2 | $3.49M | Buy |
36,618
+6,726
| +23% | +$642K | 3.27% | 7 |
|
|
2023
Q1 | $2.8M | Buy |
29,892
+5,143
| +21% | +$482K | 2.78% | 8 |
|
|
2022
Q4 | $2.07M | Sell |
24,749
-8,347
| -25% | -$699K | 2.39% | 11 |
|
|
2022
Q3 | $2.4M | Buy |
33,096
+2,015
| +6% | +$146K | 2.6% | 9 |
|
|
2022
Q2 | $2.5M | Buy |
31,081
+735
| +2% | +$59.2K | 2.53% | 13 |
|
|
2022
Q1 | $2.92M | Buy |
30,346
+2,109
| +7% | +$203K | 2.59% | 11 |
|
|
2021
Q4 | $3.11M | Buy |
28,237
+143
| +0.5% | +$15.8K | 2.69% | 12 |
|
|
2021
Q3 | $2.99M | Buy |
28,094
+10,275
| +58% | +$1.09M | 2.88% | 11 |
|
|
2021
Q2 | $1.91M | Sell |
17,819
-123
| -0.7% | -$13.2K | 1.87% | 19 |
|
|
2021
Q1 | $1.8M | Sell |
17,942
-9,624
| -35% | -$967K | 1.92% | 19 |
|
|
2020
Q4 | $2.78M | Buy |
+27,566
| New | +$2.78M | 2.38% | 13 |
|