GWSA
Global Wealth Strategies & Associates’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 | $291K | Sell |
2,599
-254
| -9% | -$28.4K | 0.08% | 46 |
|
|
2025
Q1 | $285K | Sell |
2,853
-151
| -5% | -$15.1K | 0.09% | 45 |
|
|
2024
Q4 | $291K | Hold |
3,004
| – | – | 0.09% | 39 |
|
|
2024
Q3 | $323K | Sell |
3,004
-147
| -5% | -$15.8K | 0.11% | 31 |
|
|
2024
Q2 | $322K | Sell |
3,151
-322
| -9% | -$32.9K | 0.12% | 29 |
|
|
2024
Q1 | $360K | Sell |
3,473
-378
| -10% | -$39.2K | 0.14% | 30 |
|
|
2023
Q4 | $373K | Sell |
3,851
-102,867
| -96% | -$9.96M | 0.16% | 27 |
|
|
2023
Q3 | $9.21M | Buy |
106,718
+10,017
| +10% | +$864K | 4.3% | 5 |
|
|
2023
Q2 | $9.23M | Buy |
96,701
+3,947
| +4% | +$377K | 4.33% | 7 |
|
|
2023
Q1 | $8.69M | Buy |
92,754
+27,087
| +41% | +$2.54M | 4.49% | 7 |
|
|
2022
Q4 | $5.5M | Buy |
+65,667
| New | +$5.5M | 3.19% | 9 |
|