GWP
Gateway Wealth Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
18,249
+1,167
| +7% | +$131K | 0.39% | 73 |
|
|
2025
Q1 | $1.71M | Sell |
17,082
-12,977
| -43% | -$1.3M | 0.38% | 75 |
|
|
2024
Q4 | $2.91M | Buy |
30,059
+3,204
| +12% | +$310K | 0.75% | 35 |
|
|
2024
Q3 | $2.89M | Buy |
26,855
+420
| +2% | +$45.2K | 0.8% | 36 |
|
|
2024
Q2 | $2.7M | Buy |
26,435
+10,361
| +64% | +$1.06M | 0.82% | 30 |
|
|
2024
Q1 | $1.67M | Buy |
16,074
+2,434
| +18% | +$253K | 0.6% | 44 |
|
|
2023
Q4 | $1.32M | Sell |
13,640
-7,036
| -34% | -$681K | 0.53% | 47 |
|
|
2023
Q3 | $1.78M | Buy |
20,676
+1,953
| +10% | +$169K | 0.32% | 59 |
|
|
2023
Q2 | $1.79M | Sell |
18,723
-485
| -3% | -$46.3K | 0.32% | 60 |
|
|
2023
Q1 | $1.8M | Buy |
19,208
+3,959
| +26% | +$371K | 0.28% | 61 |
|
|
2022
Q4 | $1.28M | Buy |
+15,249
| New | +$1.28M | 0.22% | 59 |
|