Kingswood Wealth Advisors’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 | $3.38M | Buy |
30,204
+1,870
| +7% | +$209K | 0.27% | 86 |
|
|
2025
Q1 | $2.83M | Sell |
28,334
-560
| -2% | -$56K | 0.26% | 91 |
|
|
2024
Q4 | $2.8M | Buy |
28,894
+3,228
| +13% | +$313K | 0.21% | 107 |
|
|
2024
Q3 | $2.76M | Buy |
25,666
+13,442
| +110% | +$1.45M | 0.2% | 118 |
|
|
2024
Q2 | $1.25M | Buy |
12,224
+4,080
| +50% | +$417K | 0.11% | 193 |
|
|
2024
Q1 | $845K | Sell |
8,144
-1,137
| -12% | -$118K | 0.1% | 234 |
|
|
2023
Q4 | $899K | Buy |
+9,281
| New | +$899K | 0.1% | 213 |
|
|
2023
Q3 | – | Sell |
-2,562
| Closed | -$244K | – | 444 |
|
|
2023
Q2 | $244K | Buy |
+2,562
| New | +$244K | 0.08% | 222 |
|