DWMS
Dominguez Wealth Management Solutions’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.73M | Buy |
33,316
+2,363
| +8% | +$265K | 2.59% | 7 |
|
|
2025
Q1 | $3.1M | Buy |
30,953
+1,537
| +5% | +$154K | 2.27% | 10 |
|
|
2024
Q4 | $2.85M | Buy |
29,416
+395
| +1% | +$38.2K | 2.08% | 11 |
|
|
2024
Q3 | $3.12M | Sell |
29,021
-1,776
| -6% | -$191K | 2.26% | 9 |
|
|
2024
Q2 | $3.15M | Buy |
30,797
+2,276
| +8% | +$233K | 2.37% | 10 |
|
|
2024
Q1 | $2.96M | Buy |
28,521
+712
| +3% | +$73.9K | 2.33% | 11 |
|
|
2023
Q4 | $2.69M | Buy |
27,809
+346
| +1% | +$33.5K | 2.23% | 10 |
|
|
2023
Q3 | $2.37M | Buy |
27,463
+197
| +0.7% | +$17K | 2.19% | 11 |
|
|
2023
Q2 | $2.6M | Buy |
27,266
+170
| +0.6% | +$16.2K | 2.27% | 10 |
|
|
2023
Q1 | $2.54M | Buy |
27,096
+724
| +3% | +$67.8K | 2.33% | 10 |
|
|
2022
Q4 | $2.21M | Buy |
+26,372
| New | +$2.21M | 2.2% | 12 |
|