Kingdom Financial Group’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
$4.28M Sell
38,211
-26,019
-41% -$2.91M 3.74% 6
2025
Q1
$6.42M Sell
64,230
-2,295
-3% -$230K 4.71% 9
2024
Q4
$6.44M Sell
66,525
-2,715
-4% -$263K 4.4% 9
2024
Q3
$7.45M Buy
69,240
+884
+1% +$95.2K 5.57% 8
2024
Q2
$6.99M Buy
68,356
+11,811
+21% +$1.21M 4.73% 8
2024
Q1
$5.87M Buy
56,545
+19,226
+52% +$2M 4.13% 10
2023
Q4
$3.61M Sell
37,319
-1,180
-3% -$114K 3.15% 11
2023
Q3
$3.32M Buy
38,499
+1,237
+3% +$107K 3.13% 12
2023
Q2
$3.56M Buy
+37,262
New +$3.56M 3.49% 11