FWP
Firethorn Wealth Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.32M | Sell |
29,618
-3,161
| -10% | -$354K | 1.44% | 17 |
|
|
2025
Q1 | $3.28M | Sell |
32,779
-20,867
| -39% | -$2.09M | 1.56% | 15 |
|
|
2024
Q4 | $5.19M | Buy |
53,646
+2,686
| +5% | +$260K | 2.58% | 10 |
|
|
2024
Q3 | $5.49M | Buy |
50,960
+1,998
| +4% | +$215K | 2.78% | 8 |
|
|
2024
Q2 | $5.01M | Buy |
48,962
+13,045
| +36% | +$1.33M | 2.83% | 8 |
|
|
2024
Q1 | $3.73M | Buy |
35,917
+2,085
| +6% | +$216K | 2.2% | 10 |
|
|
2023
Q4 | $3.28M | Sell |
33,832
-17,633
| -34% | -$1.71M | 2.15% | 10 |
|
|
2023
Q3 | $4.44M | Sell |
51,465
-8,742
| -15% | -$754K | 3.41% | 7 |
|
|
2023
Q2 | $5.74M | Buy |
60,207
+998
| +2% | +$95.2K | 4.28% | 5 |
|
|
2023
Q1 | $5.68M | Buy |
59,209
+18,596
| +46% | +$1.78M | 4.44% | 5 |
|
|
2022
Q4 | $3.4M | Sell |
40,613
-4,626
| -10% | -$387K | 2.87% | 9 |
|
|
2022
Q3 | $3.28M | Sell |
45,239
-2,288
| -5% | -$166K | 3.05% | 6 |
|
|
2022
Q2 | $4.15M | Buy |
47,527
+11,556
| +32% | +$1.01M | 3.36% | 7 |
|
|
2022
Q1 | $3.46M | Sell |
35,971
-18,630
| -34% | -$1.79M | 2.62% | 9 |
|
|
2021
Q4 | $6.02M | Buy |
+54,601
| New | +$6.02M | 4.51% | 5 |
|
|
2021
Q2 | $4.39M | Buy |
40,871
+795
| +2% | +$85.3K | 3.67% | 7 |
|
|
2021
Q1 | $4.03M | Sell |
40,076
-7,037
| -15% | -$707K | 3.75% | 7 |
|
|
2020
Q4 | $4.75M | Buy |
+47,113
| New | +$4.75M | 5.14% | 3 |
|