Founders Financial Alliance’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 | $132K | Sell |
1,175
-665
| -36% | -$74.5K | 0.03% | 341 |
|
|
2025
Q1 | $184K | Buy |
1,840
+64
| +4% | +$6.4K | 0.04% | 345 |
|
|
2024
Q4 | $172K | Buy |
1,776
+2
| +0.1% | +$194 | 0.05% | 293 |
|
|
2024
Q3 | $191K | Buy |
1,774
+35
| +2% | +$3.77K | 0.05% | 289 |
|
|
2024
Q2 | $178K | Buy |
1,739
+2
| +0.1% | +$205 | 0.05% | 275 |
|
|
2024
Q1 | $180K | Sell |
1,737
-69
| -4% | -$7.16K | 0.05% | 273 |
|
|
2023
Q4 | $175K | Buy |
1,806
+2
| +0.1% | +$194 | 0.07% | 253 |
|
|
2023
Q3 | $156K | Sell |
1,804
-1,680
| -48% | -$145K | 0.07% | 240 |
|
|
2023
Q2 | $332K | Buy |
3,484
+1,672
| +92% | +$160K | 0.13% | 167 |
|
|
2023
Q1 | $171K | Sell |
1,812
-27
| -1% | -$2.55K | 0.09% | 215 |
|
|
2022
Q4 | $154K | Sell |
1,839
-89
| -5% | -$7.46K | 0.07% | 237 |
|
|
2022
Q3 | $140K | Buy |
1,928
+768
| +66% | +$55.8K | 0.07% | 235 |
|
|
2022
Q2 | $93K | Sell |
1,160
-834
| -42% | -$66.9K | 0.05% | 271 |
|
|
2022
Q1 | $192K | Buy |
1,994
+34
| +2% | +$3.27K | 0.09% | 212 |
|
|
2021
Q4 | $216K | Buy |
1,960
+360
| +23% | +$39.7K | 0.09% | 236 |
|
|
2021
Q3 | $171K | Buy |
1,600
+279
| +21% | +$29.8K | 0.08% | 235 |
|
|
2021
Q2 | $142K | Sell |
1,321
-195
| -13% | -$21K | 0.06% | 265 |
|
|
2021
Q1 | $153K | Sell |
1,516
-1,224
| -45% | -$124K | 0.08% | 240 |
|
|
2020
Q4 | $277K | Buy |
2,740
+1,145
| +72% | +$116K | 0.16% | 148 |
|
|
2020
Q3 | $144K | Buy |
+1,595
| New | +$144K | 0.09% | 202 |
|