Foundation Wealth Management (Missouri)’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 | $2.76M | Sell |
24,672
-689
| -3% | -$77.2K | 1.92% | 14 |
|
|
2025
Q1 | $2.54M | Sell |
25,361
-668
| -3% | -$66.8K | 1.99% | 14 |
|
|
2024
Q4 | $2.52M | Buy |
26,029
+22
| +0.1% | +$2.13K | 1.96% | 13 |
|
|
2024
Q3 | $2.8M | Sell |
26,007
-1,467
| -5% | -$158K | 2.12% | 13 |
|
|
2024
Q2 | $2.81M | Sell |
27,474
-39
| -0.1% | -$3.99K | 2.2% | 12 |
|
|
2024
Q1 | $2.86M | Sell |
27,513
-1,015
| -4% | -$105K | 2.33% | 11 |
|
|
2023
Q4 | $2.76M | Sell |
28,528
-2,727
| -9% | -$264K | 2.47% | 11 |
|
|
2023
Q3 | $2.7M | Buy |
31,255
+2,539
| +9% | +$219K | 2.7% | 12 |
|
|
2023
Q2 | $2.74M | Sell |
28,716
-375
| -1% | -$35.8K | 2.67% | 13 |
|
|
2023
Q1 | $2.73M | Sell |
29,091
-11,545
| -28% | -$1.08M | 2.81% | 13 |
|
|
2022
Q4 | $3.4M | Buy |
+40,636
| New | +$3.4M | 3.46% | 8 |
|