Fermata Advisors’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 | $411K | Sell |
3,667
-333
| -8% | -$37.3K | 0.11% | 147 |
|
|
2025
Q1 | $400K | Sell |
4,000
-261
| -6% | -$26.1K | 0.07% | 185 |
|
|
2024
Q4 | $413K | Buy |
4,261
+3
| +0.1% | +$290 | 0.08% | 165 |
|
|
2024
Q3 | $458K | Buy |
4,258
+202
| +5% | +$21.7K | 0.09% | 130 |
|
|
2024
Q2 | $415K | Sell |
4,056
-150
| -4% | -$15.3K | 0.1% | 125 |
|
|
2024
Q1 | $437K | Buy |
4,206
+1,361
| +48% | +$141K | 0.1% | 115 |
|
|
2023
Q4 | $276K | Buy |
+2,845
| New | +$276K | 0.07% | 141 |
|