Journey Strategic 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 | $4.56M | Sell |
40,719
-11,794
| -22% | -$1.32M | 0.15% | 51 |
|
|
2025
Q1 | $5.25M | Sell |
52,513
-2,485
| -5% | -$249K | 0.18% | 40 |
|
|
2024
Q4 | $5.33M | Buy |
54,998
+5,899
| +12% | +$571K | 0.2% | 33 |
|
|
2024
Q3 | $5.29M | Buy |
49,099
+2,620
| +6% | +$282K | 0.19% | 32 |
|
|
2024
Q2 | $4.75M | Buy |
46,479
+7,872
| +20% | +$805K | 0.2% | 29 |
|
|
2024
Q1 | $4.01M | Buy |
38,607
+3,542
| +10% | +$368K | 0.18% | 29 |
|
|
2023
Q4 | $3.4M | Buy |
35,065
+2,138
| +6% | +$207K | 0.16% | 27 |
|
|
2023
Q3 | $2.84M | Sell |
32,927
-1,474
| -4% | -$127K | 0.14% | 27 |
|
|
2023
Q2 | $3.28M | Sell |
34,401
-1,735
| -5% | -$166K | 0.15% | 26 |
|
|
2023
Q1 | $3.39M | Buy |
36,136
+106
| +0.3% | +$9.93K | 0.36% | 22 |
|
|
2022
Q4 | $3.02M | Buy |
36,030
+7,882
| +28% | +$660K | 0.36% | 23 |
|
|
2022
Q3 | $2.04M | Buy |
28,148
+7,423
| +36% | +$539K | 0.28% | 23 |
|
|
2022
Q2 | $1.67M | Buy |
+20,725
| New | +$1.67M | 0.22% | 28 |
|
|
2022
Q1 | – | Sell |
-16,551
| Closed | -$1.83M | – | 192 |
|
|
2021
Q4 | $1.83M | Buy |
+16,551
| New | +$1.83M | 0.19% | 29 |
|