Gerber Kawasaki Wealth & Investment Management’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 | – | Sell |
-4,153
| Closed | -$415K | – | 319 |
|
|
2025
Q1 | $415K | Buy |
4,153
+5
| +0.1% | +$500 | 0.02% | 207 |
|
|
2024
Q4 | $402K | Sell |
4,148
-151
| -4% | -$14.6K | 0.02% | 207 |
|
|
2024
Q3 | $463K | Buy |
4,299
+543
| +14% | +$58.5K | 0.02% | 189 |
|
|
2024
Q2 | $384K | Buy |
3,756
+763
| +25% | +$78.1K | 0.02% | 198 |
|
|
2024
Q1 | $311K | Buy |
+2,993
| New | +$311K | 0.02% | 221 |
|
|
2021
Q4 | – | Sell |
-3
| Closed | -$3K | – | 515 |
|
|
2021
Q3 | $3K | Buy |
+3
| New | +$3K | ﹤0.01% | 810 |
|