Financial Gravity Asset 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
Q1 | $112K | Buy |
+1,121
| New | +$112K | 0.02% | 209 |
|
|
2024
Q2 | $250K | Sell |
2,445
-4,734
| -66% | -$484K | 0.06% | 106 |
|
|
2024
Q1 | $713K | Sell |
7,179
-283,841
| -98% | -$28.2M | 0.1% | 91 |
|
|
2023
Q4 | $2.85M | Buy |
291,020
+4,660
| +2% | +$45.7K | 0.03% | 178 |
|
|
2023
Q3 | $2.4M | Buy |
286,360
+260,607
| +1,012% | +$2.18M | 0.03% | 188 |
|
|
2023
Q2 | $2.46K | Buy |
25,753
+1,511
| +6% | +$144 | 0.01% | 608 |
|
|
2023
Q1 | $2.24K | Buy |
+24,242
| New | +$2.24K | 0.07% | 286 |
|
|
2020
Q2 | – | Sell |
-22
| Closed | -$1.58K | – | 254 |
|
|
2020
Q1 | $1.58K | Buy |
22
+8
| +57% | +$576 | ﹤0.01% | 421 |
|
|
2019
Q4 | $86K | Buy |
14
+11
| +367% | +$67.6K | 0.06% | 379 |
|
|
2019
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1302 |
|
|
2019
Q2 | $0 | Sell |
3
-3
| -50% | – | ﹤0.01% | 1344 |
|
|
2019
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1377 |
|
|
2018
Q3 | $50K | Buy |
705
+49
| +7% | +$3.48K | 0.05% | 319 |
|
|
2018
Q2 | $52K | Buy |
656
+41
| +7% | +$3.25K | 0.05% | 311 |
|
|
2018
Q1 | $50K | Buy |
+615
| New | +$50K | 0.05% | 310 |
|