EPG 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 | $20K | Buy |
179
+1
| +0.6% | +$112 | 0.01% | 253 |
|
|
2025
Q1 | $17.8K | Hold |
178
| – | – | 0.01% | 335 |
|
|
2024
Q4 | $17.3K | Hold |
178
| – | – | ﹤0.01% | 349 |
|
|
2024
Q3 | $19.2K | Buy |
+178
| New | +$19.2K | ﹤0.01% | 346 |
|
|
2024
Q2 | – | Sell |
-162
| Closed | -$16.8K | – | 377 |
|
|
2024
Q1 | $16.8K | Hold |
162
| – | – | ﹤0.01% | 371 |
|
|
2023
Q4 | $15.8K | Hold |
162
| – | – | ﹤0.01% | 355 |
|
|
2023
Q3 | $14K | Hold |
162
| – | – | ﹤0.01% | 351 |
|
|
2023
Q2 | $15.5K | Hold |
162
| – | – | ﹤0.01% | 337 |
|
|
2023
Q1 | $15.2K | Hold |
162
| – | – | ﹤0.01% | 344 |
|
|
2022
Q4 | $13.6K | Hold |
162
| – | – | 0.01% | 321 |
|
|
2022
Q3 | $12K | Buy |
+162
| New | +$12K | ﹤0.01% | 326 |
|
|
2022
Q2 | – | Sell |
-162
| Closed | -$16K | – | 251 |
|
|
2022
Q1 | $16K | Hold |
162
| – | – | 0.01% | 336 |
|
|
2021
Q4 | $18K | Hold |
162
| – | – | 0.01% | 340 |
|
|
2021
Q3 | $17K | Buy |
+162
| New | +$17K | 0.01% | 315 |
|
|
2020
Q2 | – | Sell |
-209
| Closed | -$15K | – | 311 |
|
|
2020
Q1 | $15K | Buy |
209
+13
| +7% | +$933 | 0.01% | 429 |
|
|
2019
Q4 | $17K | Buy |
+196
| New | +$17K | 0.01% | 371 |
|