Goldstein 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 | $260K | Sell |
2,324
-4
| -0.2% | -$448 | 0.04% | 151 |
|
|
2025
Q1 | $233K | Sell |
2,328
-4
| -0.2% | -$400 | 0.03% | 166 |
|
|
2024
Q4 | $226K | Sell |
2,332
-284
| -11% | -$27.5K | 0.03% | 166 |
|
|
2024
Q3 | $282K | Buy |
2,616
+50
| +2% | +$5.38K | 0.04% | 133 |
|
|
2024
Q2 | $263K | Hold |
2,566
| – | – | 0.04% | 132 |
|
|
2024
Q1 | $266K | Sell |
2,566
-14
| -0.5% | -$1.45K | 0.05% | 128 |
|
|
2023
Q4 | $250K | Buy |
+2,580
| New | +$250K | 0.04% | 153 |
|