FFG Retirement 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 | $2.27M | Sell |
20,307
-11,260
| -36% | -$1.26M | 1.42% | 29 |
|
|
2025
Q1 | $3.16M | Sell |
31,567
-8,057
| -20% | -$806K | 2.15% | 18 |
|
|
2024
Q4 | $3.84M | Buy |
39,624
+1,177
| +3% | +$114K | 2.51% | 15 |
|
|
2024
Q3 | $4.14M | Buy |
38,447
+12,067
| +46% | +$1.3M | 2.7% | 13 |
|
|
2024
Q2 | $2.7M | Buy |
26,380
+860
| +3% | +$88K | 1.88% | 19 |
|
|
2024
Q1 | $2.65M | Buy |
25,520
+514
| +2% | +$53.3K | 1.87% | 19 |
|
|
2023
Q4 | $2.42M | Sell |
25,006
-14,369
| -36% | -$1.39M | 1.87% | 20 |
|
|
2023
Q3 | $3.4M | Sell |
39,375
-7,459
| -16% | -$644K | 2.82% | 14 |
|
|
2023
Q2 | $4.47M | Buy |
46,834
+10,168
| +28% | +$970K | 3.58% | 8 |
|
|
2023
Q1 | $3.43M | Buy |
36,666
+1,856
| +5% | +$174K | 2.94% | 11 |
|
|
2022
Q4 | $2.92M | Buy |
+34,810
| New | +$2.92M | 2.66% | 13 |
|