Cornerstone 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 | $979K | Sell |
8,745
-225
| -3% | -$25.2K | 0.25% | 27 |
|
|
2025
Q1 | $897K | Buy |
8,970
+1,615
| +22% | +$162K | 0.25% | 28 |
|
|
2024
Q4 | $712K | Buy |
7,355
+80
| +1% | +$7.75K | 0.2% | 30 |
|
|
2024
Q3 | $783K | Sell |
7,275
-55
| -0.8% | -$5.92K | 0.22% | 29 |
|
|
2024
Q2 | $750K | Buy |
7,330
+145
| +2% | +$14.8K | 0.22% | 30 |
|
|
2024
Q1 | $746K | Buy |
7,185
+233
| +3% | +$24.2K | 0.23% | 30 |
|
|
2023
Q4 | $673K | Sell |
6,952
-358
| -5% | -$34.7K | 0.22% | 29 |
|
|
2023
Q3 | $631K | Sell |
7,310
-50
| -0.7% | -$4.32K | 0.22% | 30 |
|
|
2023
Q2 | $702K | Buy |
7,360
+100
| +1% | +$9.54K | 0.24% | 30 |
|
|
2023
Q1 | $680K | Sell |
7,260
-40
| -0.5% | -$3.75K | 0.25% | 31 |
|
|
2022
Q4 | $611K | Buy |
7,300
+2,900
| +66% | +$243K | 0.24% | 29 |
|
|
2022
Q3 | $319K | Buy |
+4,400
| New | +$319K | 0.13% | 33 |
|