Lantern 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 | $384K | Buy |
+3,430
| New | +$384K | 0.23% | 97 |
|
|
2024
Q4 | $654K | Buy |
6,757
+1,136
| +20% | +$110K | 0.42% | 60 |
|
|
2024
Q3 | $605K | Buy |
5,621
+2,887
| +106% | +$311K | 0.42% | 61 |
|
|
2024
Q2 | $281K | Buy |
2,734
+352
| +15% | +$36.1K | 0.2% | 95 |
|
|
2024
Q1 | $247K | Sell |
2,382
-545
| -19% | -$56.6K | 0.17% | 112 |
|
|
2023
Q4 | $283K | Buy |
+2,927
| New | +$283K | 0.22% | 89 |
|