Goldstein Munger & Associates’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
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% +$1.99K 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% -$95.4K 0.27% 25
2018
Q3
$743K Hold
9,279
0.31% 21
2018
Q2
$731K Sell
9,279
-14
-0.2% -$1.1K 0.31% 21
2018
Q1
$747K Sell
9,293
-1,754
-16% -$141K 0.32% 21
2017
Q4
$892K Sell
11,047
-142
-1% -$11.5K 0.38% 20
2017
Q3
$866K Buy
11,189
+142
+1% +$11K 0.39% 20
2017
Q2
$817K Buy
11,047
+205
+2% +$15.2K 0.38% 20
2017
Q1
$753K Sell
10,842
-771
-7% -$53.5K 0.33% 23
2016
Q4
$740K Sell
11,613
-127
-1% -$8.09K 0.33% 23
2016
Q3
$803K Hold
11,740
0.37% 23
2016
Q2
$768K Sell
11,740
-2,172
-16% -$142K 0.35% 22
2016
Q1
$916K Sell
13,912
-761
-5% -$50.1K 0.4% 23
2015
Q4
$985K Sell
14,673
-13
-0.1% -$873 0.44% 22
2015
Q3
$937K Buy
14,686
+550
+4% +$35.1K 0.43% 22
2015
Q2
$988K Sell
14,136
-217
-2% -$15.2K 0.43% 22
2015
Q1
$1.01M Sell
14,353
-417
-3% -$29.2K 0.43% 21
2014
Q4
$972K Sell
14,770
-1,125
-7% -$74K 0.41% 21
2014
Q3
$1.08M Buy
15,895
+360
+2% +$24.5K 0.45% 21
2014
Q2
$1.13M Buy
15,535
+410
+3% +$29.7K 0.46% 21
2014
Q1
$1.07M Sell
15,125
-300
-2% -$21.3K 0.49% 18
2013
Q4
$1.1M Sell
15,425
-1,070
-6% -$76.5K 0.46% 22
2013
Q3
$1.12M Sell
16,495
-1,404
-8% -$95.7K 0.44% 22
2013
Q2
$1.11M Buy
+17,899
New +$1.11M 0.41% 22