Forthright Family Wealth Advisory’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 | $9.42M | Sell |
84,089
-2,606
| -3% | -$292K | 5.96% | 8 |
|
|
2025
Q1 | $8.67M | Buy |
86,695
+1,276
| +1% | +$128K | 5.73% | 8 |
|
|
2024
Q4 | $8.27M | Buy |
85,419
+5,100
| +6% | +$494K | 5.38% | 8 |
|
|
2024
Q3 | $8.3M | Buy |
80,319
+33,326
| +71% | +$3.44M | 5.33% | 7 |
|
|
2024
Q2 | $4.81M | Buy |
46,993
+3,402
| +8% | +$348K | 3.1% | 7 |
|
|
2024
Q1 | $4.52M | Buy |
43,591
+2,049
| +5% | +$213K | 3.03% | 8 |
|
|
2023
Q4 | $4.02M | Buy |
+41,542
| New | +$4.02M | 3.15% | 8 |
|