DSA
Droms Strauss Advisors’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 | $386K | Buy |
3,443
+18
| +0.5% | +$2.02K | 0.12% | 54 |
|
|
2025
Q1 | $342K | Sell |
3,425
-176
| -5% | -$17.6K | 0.12% | 51 |
|
|
2024
Q4 | $349K | Sell |
3,601
-128
| -3% | -$12.4K | 0.11% | 50 |
|
|
2024
Q3 | $401K | Buy |
3,729
+112
| +3% | +$12.1K | 0.14% | 47 |
|
|
2024
Q2 | $370K | Sell |
3,617
-36
| -1% | -$3.68K | 0.13% | 46 |
|
|
2024
Q1 | $379K | Sell |
3,653
-27
| -0.7% | -$2.8K | 0.14% | 48 |
|
|
2023
Q4 | $356K | Sell |
3,680
-188
| -5% | -$18.2K | 0.14% | 51 |
|
|
2023
Q3 | $334K | Sell |
3,868
-43
| -1% | -$3.71K | 0.14% | 50 |
|
|
2023
Q2 | $367K | Sell |
3,911
-35
| -0.9% | -$3.28K | 0.15% | 48 |
|
|
2023
Q1 | $370K | Sell |
3,946
-1,146
| -23% | -$107K | 0.17% | 46 |
|
|
2022
Q4 | $428K | Buy |
5,092
+906
| +22% | +$76.2K | 0.2% | 46 |
|
|
2022
Q3 | $303K | Sell |
4,186
-839
| -17% | -$60.7K | 0.15% | 50 |
|
|
2022
Q2 | $403K | Sell |
5,025
-415
| -8% | -$33.3K | 0.2% | 45 |
|
|
2022
Q1 | $532K | Buy |
5,440
+522
| +11% | +$51K | 0.27% | 26 |
|
|
2021
Q4 | $541K | Buy |
4,918
+494
| +11% | +$54.3K | 0.24% | 31 |
|
|
2021
Q3 | $471K | Sell |
4,424
-168
| -4% | -$17.9K | 0.23% | 33 |
|
|
2021
Q2 | $494K | Buy |
4,592
+132
| +3% | +$14.2K | 0.23% | 34 |
|
|
2021
Q1 | $450K | Sell |
4,460
-34
| -0.8% | -$3.43K | 0.22% | 34 |
|
|
2020
Q4 | $454K | Buy |
4,494
+1
| +0% | +$101 | 0.26% | 28 |
|
|
2020
Q3 | $403K | Sell |
4,493
-762
| -15% | -$68.3K | 0.24% | 33 |
|
|
2020
Q2 | $435K | Sell |
5,255
-2,934
| -36% | -$243K | 0.3% | 24 |
|
|
2020
Q1 | $584K | Sell |
8,189
-456
| -5% | -$32.5K | 0.49% | 24 |
|
|
2019
Q4 | $745K | Buy |
8,645
+2,151
| +33% | +$185K | 0.55% | 22 |
|
|
2019
Q3 | $526K | Sell |
6,494
-2,662
| -29% | -$216K | 0.42% | 26 |
|
|
2019
Q2 | $741K | Sell |
9,156
-261
| -3% | -$21.1K | 0.55% | 27 |
|
|
2019
Q1 | $731K | Sell |
9,417
-938
| -9% | -$72.8K | 0.57% | 28 |
|
|
2018
Q4 | $715K | Buy |
+10,355
| New | +$715K | 0.66% | 23 |
|