Focus Partners Wealth’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 | $68.2M | Buy |
609,318
+104,203
| +21% | +$11.7M | 0.15% | 144 |
|
|
2025
Q1 | $50.5M | Sell |
505,115
-37,528
| -7% | -$3.75M | 0.13% | 163 |
|
|
2024
Q4 | $52.5M | Buy |
542,643
+57,523
| +12% | +$5.57M | 0.14% | 153 |
|
|
2024
Q3 | $52.2M | Sell |
485,120
-270,306
| -36% | -$29.1M | 0.17% | 132 |
|
|
2024
Q2 | $77.3M | Buy |
755,426
+437,980
| +138% | +$44.8M | 0.26% | 92 |
|
|
2024
Q1 | $32.9M | Buy |
317,446
+72,905
| +30% | +$7.57M | 0.27% | 96 |
|
|
2023
Q4 | $23.7M | Buy |
+244,541
| New | +$23.7M | 0.31% | 89 |
|