Doliver 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 | $424K | Sell |
3,785
-75
| -2% | -$8.4K | 0.12% | 119 |
|
|
2025
Q1 | $386K | Sell |
3,860
-100
| -3% | -$10K | 0.11% | 119 |
|
|
2024
Q4 | $383K | Sell |
3,960
-55
| -1% | -$5.33K | 0.11% | 118 |
|
|
2024
Q3 | $432K | Sell |
4,015
-153
| -4% | -$16.5K | 0.12% | 104 |
|
|
2024
Q2 | $426K | Sell |
4,168
-30
| -0.7% | -$3.07K | 0.12% | 102 |
|
|
2024
Q1 | $436K | Sell |
4,198
-364
| -8% | -$37.8K | 0.12% | 103 |
|
|
2023
Q4 | $442K | Sell |
4,562
-200
| -4% | -$19.4K | 0.14% | 95 |
|
|
2023
Q3 | $411K | Sell |
4,762
-70
| -1% | -$6.04K | 0.12% | 101 |
|
|
2023
Q2 | $461K | Sell |
4,832
-60
| -1% | -$5.73K | 0.14% | 106 |
|
|
2023
Q1 | $458K | Buy |
+4,892
| New | +$458K | 0.14% | 93 |
|