Dynasty Wealth Management’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 | $51.3M | Sell |
458,110
-57,060
| -11% | -$6.39M | 0.87% | 29 |
|
|
2025
Q1 | $51.5M | Sell |
515,170
-290,190
| -36% | -$29M | 0.86% | 30 |
|
|
2024
Q4 | $78M | Buy |
+805,360
| New | +$78M | 1.35% | 23 |
|
|
2024
Q3 | – | Sell |
-125,243
| Closed | -$12.8M | – | 233 |
|
|
2024
Q2 | $12.8M | Buy |
125,243
+83,157
| +198% | +$8.51M | 0.38% | 34 |
|
|
2024
Q1 | $4.37M | Buy |
+42,086
| New | +$4.37M | 0.14% | 48 |
|