Holistic Planning’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 | $374K | Buy |
+3,342
| New | +$374K | 0.11% | 150 |
|
|
2024
Q4 | – | Sell |
-2,395
| Closed | -$258K | – | 175 |
|
|
2024
Q3 | $258K | Buy |
+2,395
| New | +$258K | 0.11% | 133 |
|
|
2024
Q2 | – | Sell |
-2,095
| Closed | -$217K | – | 118 |
|
|
2024
Q1 | $217K | Sell |
2,095
-143
| -6% | -$14.8K | 0.17% | 107 |
|
|
2023
Q4 | $217K | Buy |
+2,238
| New | +$217K | 0.18% | 112 |
|