Fonville Wealth 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
Q2 | $266K | Hold |
2,375
| – | – | 0.07% | 105 |
|
|
2025
Q1 | $246K | Hold |
2,375
| – | – | 0.07% | 107 |
|
|
2024
Q4 | $230K | Sell |
2,375
-44
| -2% | -$4.26K | 0.08% | 100 |
|
|
2024
Q3 | $260K | Sell |
2,419
-231
| -9% | -$24.9K | 0.09% | 99 |
|
|
2024
Q2 | $271K | Sell |
2,650
-30
| -1% | -$3.07K | 0.11% | 84 |
|
|
2024
Q1 | $278K | Buy |
2,680
+180
| +7% | +$18.7K | 0.12% | 78 |
|
|
2023
Q4 | $242K | Buy |
+2,500
| New | +$242K | 0.13% | 76 |
|