Jaffetilchin Investment Partners’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 | $354K | Sell |
3,165
-10
| -0.3% | -$1.12K | 0.02% | 311 |
|
2025
Q1 | $317K | Buy |
3,175
+232
| +8% | +$23.2K | 0.02% | 315 |
|
2024
Q4 | $285K | Buy |
2,943
+46
| +2% | +$4.45K | 0.02% | 321 |
|
2024
Q3 | $312K | Hold |
2,897
| – | – | 0.02% | 285 |
|
2024
Q2 | $296K | Buy |
2,897
+21
| +0.7% | +$2.15K | 0.03% | 282 |
|
2024
Q1 | $299K | Buy |
2,876
+47
| +2% | +$4.88K | 0.03% | 290 |
|
2023
Q4 | $274K | Buy |
2,829
+6
| +0.2% | +$581 | 0.03% | 291 |
|
2023
Q3 | $244K | Hold |
2,823
| – | – | 0.03% | 294 |
|
2023
Q2 | $269K | Buy |
2,823
+23
| +0.8% | +$2.19K | 0.03% | 302 |
|
2023
Q1 | $262K | Hold |
2,800
| – | – | 0.03% | 303 |
|
2022
Q4 | $235K | Sell |
2,800
-1,478
| -35% | -$124K | 0.03% | 316 |
|
2022
Q3 | $310K | Sell |
4,278
-26
| -0.6% | -$1.88K | 0.04% | 240 |
|
2022
Q2 | $346K | Buy |
4,304
+18
| +0.4% | +$1.45K | 0.04% | 234 |
|
2022
Q1 | $353K | Buy |
4,286
+1
| +0% | +$82 | 0.04% | 244 |
|
2021
Q4 | $473K | Buy |
4,285
+13
| +0.3% | +$1.44K | 0.04% | 224 |
|
2021
Q3 | $455K | Sell |
4,272
-4,207
| -50% | -$448K | 0.05% | 212 |
|
2021
Q2 | $883K | Buy |
8,479
+4,229
| +100% | +$440K | 0.06% | 185 |
|
2021
Q1 | $427K | Buy |
4,250
+43
| +1% | +$4.32K | 0.05% | 218 |
|
2020
Q4 | $425K | Buy |
4,207
+153
| +4% | +$15.5K | 0.06% | 181 |
|
2020
Q3 | $364K | Hold |
4,054
| – | – | 0.07% | 170 |
|
2020
Q2 | $337K | Buy |
+4,054
| New | +$337K | 0.07% | 162 |
|