Hoxton Planning & Management’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
$5.83M Buy
52,072
+11,744
+29% +$1.32M 2.02% 7
2025
Q1
$4.03M Sell
40,328
-16,313
-29% -$1.63M 1.54% 16
2024
Q4
$5.48M Buy
56,641
+5,326
+10% +$516K 2.1% 8
2024
Q3
$5.52M Sell
51,315
-2,991
-6% -$322K 2.14% 8
2024
Q2
$5.56M Buy
54,306
+13,145
+32% +$1.34M 2.58% 6
2024
Q1
$4.27M Buy
41,161
+1,262
+3% +$131K 2.04% 9
2023
Q4
$3.86M Sell
39,899
-5,475
-12% -$530K 2.05% 9
2023
Q3
$3.92M Sell
45,374
-9,863
-18% -$851K 2.54% 7
2023
Q2
$5.27M Sell
55,237
-12,214
-18% -$1.17M 3.25% 5
2023
Q1
$6.32M Buy
67,451
+14,028
+26% +$1.31M 3.48% 4
2022
Q4
$4.47M Buy
+53,423
New +$4.47M 2.38% 7