Cyndeo Wealth Partners’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 | $1.7M | Buy |
15,148
+274
| +2% | +$30.7K | 0.1% | 178 |
|
|
2025
Q1 | $1.49M | Sell |
14,874
-11,219
| -43% | -$1.12M | 0.1% | 184 |
|
|
2024
Q4 | $2.53M | Buy |
26,093
+6,144
| +31% | +$595K | 0.17% | 142 |
|
|
2024
Q3 | $2.15M | Sell |
19,949
-3,551
| -15% | -$382K | 0.15% | 157 |
|
|
2024
Q2 | $2.4M | Buy |
23,500
+12,041
| +105% | +$1.23M | 0.19% | 142 |
|
|
2024
Q1 | $1.19M | Buy |
11,459
+4,282
| +60% | +$444K | 0.1% | 187 |
|
|
2023
Q4 | $695K | Buy |
+7,177
| New | +$695K | 0.06% | 220 |
|