IFWM
Institute for Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
11,103
-589
| -5% | -$66K | 0.14% | 156 |
|
|
2025
Q1 | $1.17M | Buy |
11,692
+117
| +1% | +$11.7K | 0.15% | 154 |
|
|
2024
Q4 | $1.12M | Buy |
11,575
+185
| +2% | +$17.9K | 0.14% | 151 |
|
|
2024
Q3 | $1.23M | Buy |
11,390
+545
| +5% | +$58.7K | 0.15% | 149 |
|
|
2024
Q2 | $1.11M | Sell |
10,845
-159
| -1% | -$16.3K | 0.15% | 153 |
|
|
2024
Q1 | $1.14M | Sell |
11,004
-73
| -0.7% | -$7.58K | 0.15% | 147 |
|
|
2023
Q4 | $1.07M | Buy |
11,077
+1,194
| +12% | +$116K | 0.17% | 139 |
|
|
2023
Q3 | $853K | Buy |
9,883
+957
| +11% | +$82.6K | 0.15% | 161 |
|
|
2023
Q2 | $852K | Sell |
8,926
-631
| -7% | -$60.2K | 0.14% | 167 |
|
|
2023
Q1 | $895K | Sell |
9,557
-374
| -4% | -$35K | 0.17% | 152 |
|
|
2022
Q4 | $832K | Sell |
9,931
-949
| -9% | -$79.5K | 0.17% | 156 |
|
|
2022
Q3 | $789K | Sell |
10,880
-203
| -2% | -$14.7K | 0.18% | 156 |
|
|
2022
Q2 | $892K | Buy |
11,083
+897
| +9% | +$72.2K | 0.18% | 150 |
|
|
2022
Q1 | $981K | Sell |
10,186
-243
| -2% | -$23.4K | 0.16% | 158 |
|
|
2021
Q4 | $1.15M | Buy |
10,429
+1,210
| +13% | +$133K | 0.19% | 138 |
|
|
2021
Q3 | $982K | Sell |
9,219
-1,076
| -10% | -$115K | 0.17% | 151 |
|
|
2021
Q2 | $1.1M | Buy |
10,295
+57
| +0.6% | +$6.11K | 0.19% | 136 |
|
|
2021
Q1 | $1.03M | Buy |
10,238
+74
| +0.7% | +$7.44K | 0.2% | 134 |
|
|
2020
Q4 | $1.03M | Sell |
10,164
-871
| -8% | -$87.9K | 0.2% | 122 |
|
|
2020
Q3 | $992K | Sell |
11,035
-71
| -0.6% | -$6.38K | 0.23% | 110 |
|
|
2020
Q2 | $923K | Buy |
11,106
+3,640
| +49% | +$303K | 0.23% | 116 |
|
|
2020
Q1 | $531K | Sell |
7,466
-7,824
| -51% | -$556K | 0.16% | 170 |
|
|
2019
Q4 | $1.32M | Sell |
15,290
-1,707
| -10% | -$148K | 0.3% | 87 |
|
|
2019
Q3 | $1.37M | Buy |
+16,997
| New | +$1.37M | 0.34% | 73 |
|
|
2017
Q4 | – | Sell |
-8,335
| Closed | -$645K | – | 400 |
|
|
2017
Q3 | $645K | Buy |
+8,335
| New | +$645K | 0.21% | 158 |
|