IHT Wealth 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 | $14.8M | Buy |
132,344
+3,055
| +2% | +$342K | 0.41% | 53 |
|
|
2025
Q1 | $12.9M | Sell |
129,289
-32,223
| -20% | -$3.22M | 0.4% | 55 |
|
|
2024
Q4 | $15.6M | Buy |
161,512
+29,518
| +22% | +$2.86M | 0.5% | 39 |
|
|
2024
Q3 | $14.2M | Buy |
131,994
+39,473
| +43% | +$4.25M | 0.4% | 47 |
|
|
2024
Q2 | $9.46M | Buy |
92,521
+81,881
| +770% | +$8.38M | 0.35% | 55 |
|
|
2024
Q1 | $1.1M | Buy |
10,640
+4,654
| +78% | +$483K | 0.04% | 390 |
|
|
2023
Q4 | $580K | Sell |
5,986
-901
| -13% | -$87.3K | 0.03% | 544 |
|
|
2023
Q3 | $594K | Sell |
6,887
-5,526
| -45% | -$477K | 0.03% | 499 |
|
|
2023
Q2 | $1.18M | Buy |
12,413
+1,487
| +14% | +$142K | 0.06% | 301 |
|
|
2023
Q1 | $1.02M | Buy |
10,926
+2,537
| +30% | +$238K | 0.06% | 303 |
|
|
2022
Q4 | $703K | Sell |
8,389
-4,124
| -33% | -$345K | 0.04% | 388 |
|
|
2022
Q3 | $908K | Buy |
+12,513
| New | +$908K | 0.07% | 308 |
|
|
2022
Q2 | – | Sell |
-2,129
| Closed | -$205K | – | 752 |
|
|
2022
Q1 | $205K | Buy |
+2,129
| New | +$205K | 0.02% | 706 |
|
|
2021
Q3 | – | Sell |
-4,018
| Closed | -$431K | – | 850 |
|
|
2021
Q2 | $431K | Buy |
4,018
+177
| +5% | +$19K | 0.03% | 576 |
|
|
2021
Q1 | $386K | Sell |
3,841
-1,052
| -22% | -$106K | 0.03% | 543 |
|
|
2020
Q4 | $494K | Buy |
4,893
+169
| +4% | +$17.1K | 0.04% | 410 |
|
|
2020
Q3 | $425K | Buy |
4,724
+768
| +19% | +$69.1K | 0.04% | 384 |
|
|
2020
Q2 | $329K | Buy |
+3,956
| New | +$329K | 0.05% | 387 |
|
|
2020
Q1 | – | Sell |
-5,448
| Closed | -$471K | – | 579 |
|
|
2019
Q4 | $471K | Buy |
+5,448
| New | +$471K | 0.06% | 340 |
|
|
2018
Q2 | – | Sell |
-485
| Closed | -$38K | – | 677 |
|
|
2018
Q1 | $38K | Hold |
485
| – | – | 0.01% | 764 |
|
|
2017
Q4 | $40K | Hold |
485
| – | – | 0.01% | 760 |
|
|
2017
Q3 | $38K | Hold |
485
| – | – | 0.02% | 597 |
|
|
2017
Q2 | $47 | Buy |
+485
| New | +$47 | 0.02% | 516 |
|