Evermay 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 | $14.7K | Hold |
131
| – | – | ﹤0.01% | 413 |
|
|
2025
Q1 | $13.1K | Hold |
131
| – | – | ﹤0.01% | 418 |
|
|
2024
Q4 | $12.7K | Sell |
131
-121
| -48% | -$11.7K | ﹤0.01% | 417 |
|
|
2024
Q3 | $27.1K | Buy |
252
+225
| +833% | +$24.2K | ﹤0.01% | 379 |
|
|
2024
Q2 | $2.76K | Hold |
27
| – | – | ﹤0.01% | 525 |
|
|
2024
Q1 | $2.8K | Hold |
27
| – | – | ﹤0.01% | 521 |
|
|
2023
Q4 | $2.62K | Buy |
+27
| New | +$2.62K | ﹤0.01% | 506 |
|
|
2022
Q1 | – | Sell |
-49
| Closed | -$5K | – | 537 |
|
|
2021
Q4 | $5K | Buy |
+49
| New | +$5K | ﹤0.01% | 447 |
|