JT Stratford LLC’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 | $413K | Sell |
3,688
-139
| -4% | -$15.6K | 0.06% | 209 |
|
|
2025
Q1 | $383K | Sell |
3,827
-2,311
| -38% | -$231K | 0.07% | 215 |
|
|
2024
Q4 | $594K | Buy |
6,138
+752
| +14% | +$72.8K | 0.1% | 184 |
|
|
2024
Q3 | $580K | Sell |
5,386
-722
| -12% | -$77.7K | 0.1% | 191 |
|
|
2024
Q2 | $625K | Buy |
6,108
+2,392
| +64% | +$245K | 0.12% | 172 |
|
|
2024
Q1 | $386K | Buy |
3,716
+250
| +7% | +$25.9K | 0.08% | 203 |
|
|
2023
Q4 | $336K | Sell |
3,466
-1,620
| -32% | -$157K | 0.08% | 201 |
|
|
2023
Q3 | $439K | Sell |
5,086
-1,818
| -26% | -$157K | 0.11% | 175 |
|
|
2023
Q2 | $659K | Hold |
6,904
| – | – | 0.18% | 131 |
|
|
2023
Q1 | $647K | Buy |
6,904
+3,636
| +111% | +$341K | 0.19% | 122 |
|
|
2022
Q4 | $274K | Buy |
+3,268
| New | +$274K | 0.09% | 187 |
|