Impact Partnership Wealth’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 | $249K | Buy |
2,220
+25
| +1% | +$2.8K | 0.05% | 240 |
|
|
2025
Q1 | $219K | Buy |
2,195
+26
| +1% | +$2.6K | 0.05% | 221 |
|
|
2024
Q4 | $210K | Buy |
+2,169
| New | +$210K | 0.04% | 270 |
|
|
2024
Q2 | – | Sell |
-764
| Closed | -$79.3K | – | 346 |
|
|
2024
Q1 | $79.3K | Sell |
764
-50
| -6% | -$5.19K | 0.03% | 278 |
|
|
2023
Q4 | $78.8K | Sell |
814
-381
| -32% | -$36.9K | 0.03% | 280 |
|
|
2023
Q3 | $103K | Buy |
1,195
+1,100
| +1,158% | +$94.9K | 0.03% | 314 |
|
|
2023
Q2 | $9.06K | Buy |
+95
| New | +$9.06K | ﹤0.01% | 429 |
|