FSC Wealth Advisors’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 | $1M | Buy |
8,934
+471
| +6% | +$52.8K | 0.63% | 31 |
|
|
2025
Q1 | $846K | Buy |
8,463
+2,200
| +35% | +$220K | 0.56% | 31 |
|
|
2024
Q4 | $606K | Buy |
6,263
+1,631
| +35% | +$158K | 0.39% | 39 |
|
|
2024
Q3 | $499K | Buy |
4,632
+985
| +27% | +$106K | 0.36% | 46 |
|
|
2024
Q2 | $373K | Buy |
3,647
+2,053
| +129% | +$210K | 0.28% | 45 |
|
|
2024
Q1 | $165K | Buy |
1,594
+839
| +111% | +$87.1K | 0.12% | 60 |
|
|
2023
Q4 | $73.1K | Buy |
755
+228
| +43% | +$22.1K | 0.05% | 81 |
|
|
2023
Q3 | $45.5K | Buy |
527
+38
| +8% | +$3.28K | 0.05% | 80 |
|
|
2023
Q2 | $46.7K | Buy |
489
+232
| +90% | +$22.1K | 0.04% | 75 |
|
|
2023
Q1 | $24.1K | Buy |
257
+48
| +23% | +$4.5K | 0.04% | 86 |
|
|
2022
Q4 | $17.5K | Buy |
209
+59
| +39% | +$4.94K | 0.03% | 91 |
|
|
2022
Q3 | $11K | Buy |
150
+7
| +5% | +$513 | 0.11% | 103 |
|
|
2022
Q2 | $12K | Buy |
143
+5
| +4% | +$420 | 0.11% | 97 |
|
|
2022
Q1 | $13K | Buy |
138
+103
| +294% | +$9.7K | 0.01% | 112 |
|
|
2021
Q4 | $4K | Buy |
+35
| New | +$4K | ﹤0.01% | 148 |
|