Gen-Wealth Partners’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 | $3.79M | Buy |
33,834
+629
| +2% | +$70.4K | 1.46% | 9 |
|
|
2025
Q1 | $3.32M | Sell |
33,205
-24,274
| -42% | -$2.43M | 1.39% | 8 |
|
|
2024
Q4 | $5.57M | Buy |
57,479
+4,439
| +8% | +$430K | 2.39% | 6 |
|
|
2024
Q3 | $5.4M | Buy |
53,040
+3,017
| +6% | +$307K | 2.36% | 6 |
|
|
2024
Q2 | $5.12M | Buy |
50,023
+13,569
| +37% | +$1.39M | 2.47% | 6 |
|
|
2024
Q1 | $3.78M | Buy |
+36,454
| New | +$3.78M | 1.88% | 7 |
|