Financial Engines 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 | $2.59M | Buy |
23,104
+20,655
| +843% | +$2.31M | 0.01% | 196 |
|
|
2025
Q1 | $245K | Sell |
2,449
-592
| -19% | -$59.2K | ﹤0.01% | 394 |
|
|
2024
Q4 | $294K | Buy |
3,041
+783
| +35% | +$75.8K | ﹤0.01% | 387 |
|
|
2024
Q3 | $243K | Sell |
2,258
-183
| -7% | -$19.7K | ﹤0.01% | 354 |
|
|
2024
Q2 | $250K | Buy |
2,441
+38
| +2% | +$3.89K | ﹤0.01% | 327 |
|
|
2024
Q1 | $249K | Sell |
2,403
-222
| -8% | -$23K | ﹤0.01% | 310 |
|
|
2023
Q4 | $254K | Buy |
+2,625
| New | +$254K | ﹤0.01% | 286 |
|
|
2023
Q3 | – | Sell |
-2,757
| Closed | -$263K | – | 288 |
|
|
2023
Q2 | $263K | Buy |
2,757
+528
| +24% | +$50.4K | ﹤0.01% | 253 |
|
|
2023
Q1 | $209K | Buy |
+2,229
| New | +$209K | ﹤0.01% | 278 |
|
|
2022
Q4 | – | Sell |
-5,414
| Closed | -$392K | – | 294 |
|
|
2022
Q3 | $392K | Buy |
+5,414
| New | +$392K | ﹤0.01% | 218 |
|
|
2022
Q1 | – | Sell |
-1,898
| Closed | -$210K | – | 315 |
|
|
2021
Q4 | $210K | Buy |
+1,898
| New | +$210K | ﹤0.01% | 261 |
|
|
2021
Q3 | – | Sell |
-2,715
| Closed | -$291K | – | 273 |
|
|
2021
Q2 | $291K | Buy |
2,715
+328
| +14% | +$35.2K | ﹤0.01% | 182 |
|
|
2021
Q1 | $240K | Sell |
2,387
-514
| -18% | -$51.7K | ﹤0.01% | 240 |
|
|
2020
Q4 | $293K | Sell |
2,901
-49
| -2% | -$4.95K | ﹤0.01% | 209 |
|
|
2020
Q3 | $265K | Buy |
+2,950
| New | +$265K | ﹤0.01% | 199 |
|