Evoke Wealth’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 | $1.72M | Buy |
15,356
+3,146
| +26% | +$352K | 0.04% | 170 |
|
|
2025
Q1 | $1.22M | Buy |
12,210
+903
| +8% | +$90.3K | 0.03% | 174 |
|
|
2024
Q4 | $1.09M | Sell |
11,307
-1,074
| -9% | -$104K | 0.03% | 183 |
|
|
2024
Q3 | $1.33M | Buy |
+12,381
| New | +$1.33M | 0.04% | 162 |
|
|
2024
Q2 | – | Sell |
-11,605
| Closed | -$1.2M | – | 187 |
|
|
2024
Q1 | $1.2M | Buy |
+11,605
| New | +$1.2M | 0.04% | 159 |
|
|
2023
Q4 | – | Sell |
-15,923
| Closed | -$1.37M | – | 170 |
|
|
2023
Q3 | $1.37M | Buy |
15,923
+7,155
| +82% | +$618K | 0.05% | 150 |
|
|
2023
Q2 | $837K | Buy |
8,768
+2,525
| +40% | +$241K | 0.03% | 176 |
|
|
2023
Q1 | $585K | Hold |
6,243
| – | – | 0.02% | 199 |
|
|
2022
Q4 | $523K | Sell |
6,243
-217
| -3% | -$18.2K | 0.02% | 210 |
|
|
2022
Q3 | $469K | Buy |
6,460
+404
| +7% | +$29.3K | 0.02% | 213 |
|
|
2022
Q2 | $487K | Sell |
6,056
-203
| -3% | -$16.3K | 0.02% | 219 |
|
|
2022
Q1 | $603K | Buy |
6,259
+6,114
| +4,217% | +$589K | 0.02% | 213 |
|
|
2021
Q4 | $16K | Buy |
+145
| New | +$16K | ﹤0.01% | 711 |
|