CVA Family Office’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 | $41K | Hold |
366
| – | – | 0.01% | 574 |
|
|
2025
Q1 | $36.6K | Sell |
366
-5
| -1% | -$500 | 0.01% | 572 |
|
|
2024
Q4 | $35.9K | Hold |
371
| – | – | 0.01% | 578 |
|
|
2024
Q3 | $39.9K | Hold |
371
| – | – | 0.01% | 542 |
|
|
2024
Q2 | $38K | Hold |
371
| – | – | 0.01% | 541 |
|
|
2024
Q1 | $38.5K | Hold |
371
| – | – | 0.01% | 533 |
|
|
2023
Q4 | $35.9K | Buy |
+371
| New | +$35.9K | 0.01% | 530 |
|
|
2023
Q3 | – | Sell |
-792
| Closed | -$75.6K | – | 439 |
|
|
2023
Q2 | $75.6K | Sell |
792
-37
| -4% | -$3.53K | 0.02% | 357 |
|
|
2023
Q1 | $77.7K | Hold |
829
| – | – | 0.02% | 348 |
|
|
2022
Q4 | $69.4K | Sell |
829
-3,045
| -79% | -$255K | 0.02% | 343 |
|
|
2022
Q3 | $281K | Hold |
3,874
| – | – | 0.08% | 143 |
|
|
2022
Q2 | $312K | Sell |
3,874
-338
| -8% | -$27.2K | 0.08% | 122 |
|
|
2022
Q1 | $405K | Sell |
4,212
-1,235
| -23% | -$119K | 0.1% | 114 |
|
|
2021
Q4 | $601K | Buy |
5,447
+1,927
| +55% | +$213K | 0.15% | 93 |
|
|
2021
Q3 | $316K | Sell |
3,520
-665
| -16% | -$59.7K | 0.23% | 73 |
|
|
2021
Q2 | $449K | Hold |
4,185
| – | – | 0.13% | 101 |
|
|
2021
Q1 | $420K | Buy |
4,185
+510
| +14% | +$51.2K | 0.16% | 83 |
|
|
2020
Q4 | $371K | Buy |
3,675
+155
| +4% | +$15.6K | 0.23% | 68 |
|
|
2020
Q3 | $316K | Buy |
3,520
+1,370
| +64% | +$123K | 0.23% | 73 |
|
|
2020
Q2 | $179K | Buy |
+2,150
| New | +$179K | 0.15% | 89 |
|