Goldstein Munger & Associates’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $575K | Hold |
7,922
| – | – | 0.19% | 25 |
|
|
2022
Q2 | $638K | Hold |
7,922
| – | – | 0.19% | 25 |
|
|
2022
Q1 | $763K | Hold |
7,922
| – | – | 0.2% | 25 |
|
|
2021
Q4 | $874K | Hold |
7,922
| – | – | 0.22% | 22 |
|
|
2021
Q3 | $843K | Hold |
7,922
| – | – | 0.23% | 22 |
|
|
2021
Q2 | $850K | Hold |
7,922
| – | – | 0.22% | 23 |
|
|
2021
Q1 | $796K | Hold |
7,922
| – | – | 0.22% | 23 |
|
|
2020
Q4 | $799K | Hold |
7,922
| – | – | 0.24% | 25 |
|
|
2020
Q3 | $712K | Hold |
7,922
| – | – | 0.24% | 26 |
|
|
2020
Q2 | $658K | Hold |
7,922
| – | – | 0.25% | 27 |
|
|
2020
Q1 | $563K | Hold |
7,922
| – | – | 0.28% | 23 |
|
|
2019
Q4 | $685K | Buy |
7,922
+23
| +0.3% | +$1.92K | 0.28% | 22 |
|
|
2019
Q3 | $636K | Hold |
7,899
| – | – | 0.28% | 22 |
|
|
2019
Q2 | $638K | Hold |
7,899
| – | – | 0.28% | 22 |
|
|
2019
Q1 | $612K | Hold |
7,899
| – | – | 0.27% | 25 |
|
|
2018
Q4 | $546K | Sell |
7,899
-1,380
| -15% | -$101K | 0.27% | 25 |
|
|
2018
Q3 | $743K | Hold |
9,279
| – | – | 0.31% | 21 |
|
|
2018
Q2 | $731K | Sell |
9,279
-14
| -0.2% | -$1.13K | 0.31% | 21 |
|
|
2018
Q1 | $747K | Sell |
9,293
-1,754
| -16% | -$143K | 0.32% | 21 |
|
|
2017
Q4 | $892K | Sell |
11,047
-142
| -1% | -$11.3K | 0.38% | 20 |
|
|
2017
Q3 | $866K | Buy |
11,189
+142
| +1% | +$10.8K | 0.39% | 20 |
|
|
2017
Q2 | $817K | Buy |
11,047
+205
| +2% | +$15K | 0.38% | 20 |
|
|
2017
Q1 | $753K | Sell |
10,842
-771
| -7% | -$51.6K | 0.33% | 23 |
|
|
2016
Q4 | $740K | Sell |
11,613
-127
| -1% | -$8.2K | 0.33% | 23 |
|
|
2016
Q3 | $803K | Hold |
11,740
| – | – | 0.37% | 23 |
|
|
2016
Q2 | $768K | Sell |
11,740
-2,172
| -16% | -$144K | 0.35% | 22 |
|
|
2016
Q1 | $916K | Sell |
13,912
-761
| -5% | -$48.1K | 0.4% | 23 |
|
|
2015
Q4 | $985K | Sell |
14,673
-13
| -0.1% | -$880 | 0.44% | 22 |
|
|
2015
Q3 | $937K | Buy |
14,686
+550
| +4% | +$37.5K | 0.43% | 22 |
|
|
2015
Q2 | $988K | Sell |
14,136
-217
| -2% | -$15.8K | 0.43% | 22 |
|
|
2015
Q1 | $1.01M | Sell |
14,353
-417
| -3% | -$28.5K | 0.43% | 21 |
|
|
2014
Q4 | $972K | Sell |
14,770
-1,125
| -7% | -$75.4K | 0.41% | 21 |
|
|
2014
Q3 | $1.08M | Buy |
15,895
+360
| +2% | +$25.4K | 0.45% | 21 |
|
|
2014
Q2 | $1.13M | Buy |
15,535
+410
| +3% | +$29.5K | 0.46% | 21 |
|
|
2014
Q1 | $1.07M | Sell |
15,125
-300
| -2% | -$21K | 0.49% | 18 |
|
|
2013
Q4 | $1.1M | Sell |
15,425
-1,070
| -6% | -$74.2K | 0.46% | 22 |
|
|
2013
Q3 | $1.12M | Sell |
16,495
-1,404
| -8% | -$92.2K | 0.44% | 22 |
|
|
2013
Q2 | $1.1M | Buy |
+17,899
| New | +$1.16M | 0.41% | 22 |
|
Other funds holding EFG
PAS
5L
Goldstein Munger & Associates's EFG Position: Q3 2022 in Review
Goldstein Munger & Associates held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q3 2022 at 7,922 shares worth $575K. The position accounts for 0.19% of the portfolio, ranked #25.
Goldstein Munger & Associates first reported a position in EFG in Q2 2013 and has held it in 38 quarters since. The position peaked at $1.13M in Q2 2014. 685 funds tracked by Wall St. Rank hold EFG as of Q3 2022.
- Goldstein Munger & Associates held 7,922 shares of iShares MSCI EAFE Growth ETF worth $575K as of Q3 2022.
- Goldstein Munger & Associates left its iShares MSCI EAFE Growth ETF share count unchanged in Q3 2022.
- iShares MSCI EAFE Growth ETF made up 0.19% of Goldstein Munger & Associates's portfolio in Q3 2022, its #25 holding.
- Goldstein Munger & Associates first reported a position in iShares MSCI EAFE Growth ETF in Q2 2013 and has held it in 38 quarters since.
- Goldstein Munger & Associates's iShares MSCI EAFE Growth ETF position peaked at $1.13M in Q2 2014.
- 685 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2022.
Based on Goldstein Munger & Associates's 13F filing for Q3 2022, filed 8 Nov 2022.