Lane & Associates’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
Q1 | $6.04M | Sell |
60,440
-15,751
| -21% | -$1.58M | 3.26% | 5 |
|
|
2024
Q4 | $7.75M | Buy |
76,191
+12,127
| +19% | +$1.23M | 4.01% | 4 |
|
|
2024
Q3 | $6.9M | Buy |
64,064
+11,808
| +23% | +$1.27M | 3.76% | 4 |
|
|
2024
Q2 | $5.35M | Buy |
52,256
+5,534
| +12% | +$566K | 3.15% | 7 |
|
|
2024
Q1 | $4.85M | Buy |
46,722
+4,246
| +10% | +$441K | 3.05% | 7 |
|
|
2023
Q4 | $4.11M | Buy |
42,476
+2,076
| +5% | +$201K | 2.99% | 7 |
|
|
2023
Q3 | $3.49M | Buy |
40,400
+816
| +2% | +$70.4K | 2.8% | 8 |
|
|
2023
Q2 | $3.78M | Buy |
39,584
+5,983
| +18% | +$571K | 3% | 8 |
|
|
2023
Q1 | $3.15M | Buy |
33,601
+26,713
| +388% | +$2.5M | 2.81% | 9 |
|
|
2022
Q4 | $577K | Buy |
+6,888
| New | +$577K | 0.55% | 43 |
|