Kingsview Wealth Management’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 | $1.24M | Sell |
11,040
-546
| -5% | -$61.2K | 0.02% | 537 |
|
|
2025
Q1 | $1.16M | Sell |
11,586
-74
| -0.6% | -$7.4K | 0.02% | 510 |
|
|
2024
Q4 | $1.13M | Buy |
11,660
+2,121
| +22% | +$205K | 0.02% | 514 |
|
|
2024
Q3 | $1.03M | Buy |
9,539
+491
| +5% | +$52.9K | 0.02% | 521 |
|
|
2024
Q2 | $926K | Buy |
9,048
+578
| +7% | +$59.1K | 0.02% | 532 |
|
|
2024
Q1 | $879K | Sell |
8,470
-135
| -2% | -$14K | 0.02% | 530 |
|
|
2023
Q4 | $833K | Sell |
8,605
-509
| -6% | -$49.3K | 0.02% | 517 |
|
|
2023
Q3 | $787K | Buy |
9,114
+518
| +6% | +$44.7K | 0.03% | 500 |
|
|
2023
Q2 | $820K | Buy |
8,596
+403
| +5% | +$38.4K | 0.03% | 467 |
|
|
2023
Q1 | $767K | Sell |
8,193
-1,174
| -13% | -$110K | 0.03% | 463 |
|
|
2022
Q4 | $785K | Buy |
9,367
+416
| +5% | +$34.8K | 0.03% | 400 |
|
|
2022
Q3 | $649K | Buy |
8,951
+502
| +6% | +$36.4K | 0.03% | 438 |
|
|
2022
Q2 | $680K | Sell |
8,449
-227
| -3% | -$18.3K | 0.03% | 468 |
|
|
2022
Q1 | $835K | Buy |
8,676
+144
| +2% | +$13.9K | 0.04% | 440 |
|
|
2021
Q4 | $941K | Buy |
8,532
+252
| +3% | +$27.8K | 0.04% | 418 |
|
|
2021
Q3 | $882K | Hold |
8,280
| – | – | 0.04% | 406 |
|
|
2021
Q2 | $889K | Buy |
8,280
+128
| +2% | +$13.7K | 0.04% | 408 |
|
|
2021
Q1 | $833K | Sell |
8,152
-125
| -2% | -$12.8K | 0.05% | 380 |
|
|
2020
Q4 | $835K | Sell |
8,277
-103
| -1% | -$10.4K | 0.06% | 316 |
|
|
2020
Q3 | $753K | Buy |
8,380
+116
| +1% | +$10.4K | 0.07% | 278 |
|
|
2020
Q2 | $687K | Sell |
8,264
-162
| -2% | -$13.5K | 0.07% | 270 |
|
|
2020
Q1 | $599K | Sell |
8,426
-498
| -6% | -$35.4K | 0.08% | 243 |
|
|
2019
Q4 | $772K | Buy |
8,924
+121
| +1% | +$10.5K | 0.1% | 225 |
|
|
2019
Q3 | $709K | Sell |
8,803
-180
| -2% | -$14.5K | 0.11% | 197 |
|
|
2019
Q2 | $726K | Buy |
8,983
+358
| +4% | +$28.9K | 0.12% | 192 |
|
|
2019
Q1 | $668K | Buy |
8,625
+201
| +2% | +$15.6K | 0.1% | 225 |
|
|
2018
Q4 | $582K | Buy |
8,424
+72
| +0.9% | +$4.97K | 0.13% | 200 |
|
|
2018
Q3 | $669K | Buy |
8,352
+5,795
| +227% | +$464K | 0.14% | 192 |
|
|
2018
Q2 | $201K | Buy |
+2,557
| New | +$201K | 0.05% | 304 |
|