Larson 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 | $900K | Sell |
8,033
-1,202
| -13% | -$135K | 0.04% | 311 |
|
|
2025
Q1 | $923K | Sell |
9,235
-979
| -10% | -$97.9K | 0.04% | 272 |
|
|
2024
Q4 | $989K | Sell |
10,214
-1,650
| -14% | -$160K | 0.05% | 243 |
|
|
2024
Q3 | $1.28M | Sell |
11,864
-619
| -5% | -$66.6K | 0.07% | 203 |
|
|
2024
Q2 | $1.28M | Buy |
12,483
+14
| +0.1% | +$1.43K | 0.09% | 179 |
|
|
2024
Q1 | $1.29M | Sell |
12,469
-189
| -1% | -$19.6K | 0.1% | 156 |
|
|
2023
Q4 | $1.23M | Buy |
12,658
+767
| +6% | +$74.3K | 0.11% | 153 |
|
|
2023
Q3 | $1.03M | Sell |
11,891
-198
| -2% | -$17.1K | 0.1% | 154 |
|
|
2023
Q2 | $1.15M | Sell |
12,089
-109
| -0.9% | -$10.4K | 0.12% | 150 |
|
|
2023
Q1 | $1.14M | Sell |
12,198
-1,011
| -8% | -$94.7K | 0.12% | 143 |
|
|
2022
Q4 | $1.11M | Sell |
13,209
-6,680
| -34% | -$560K | 0.13% | 145 |
|
|
2022
Q3 | $1.44M | Sell |
19,889
-629
| -3% | -$45.6K | 0.21% | 94 |
|
|
2022
Q2 | $1.65M | Sell |
20,518
-43
| -0.2% | -$3.46K | 0.29% | 48 |
|
|
2022
Q1 | $1.98M | Buy |
20,561
+545
| +3% | +$52.5K | 0.32% | 46 |
|
|
2021
Q4 | $2.21M | Buy |
20,016
+5,061
| +34% | +$558K | 0.35% | 46 |
|
|
2021
Q3 | $1.59M | Buy |
14,955
+9,436
| +171% | +$1M | 0.32% | 43 |
|
|
2021
Q2 | $592K | Buy |
5,519
+1,348
| +32% | +$145K | 0.14% | 66 |
|
|
2021
Q1 | $419K | Buy |
4,171
+2,405
| +136% | +$242K | 0.12% | 69 |
|
|
2020
Q4 | $178K | Buy |
1,766
+1,035
| +142% | +$104K | 0.06% | 105 |
|
|
2020
Q3 | $66K | Buy |
731
+598
| +450% | +$54K | 0.03% | 164 |
|
|
2020
Q2 | $11K | Sell |
133
-15
| -10% | -$1.24K | 0.01% | 375 |
|
|
2020
Q1 | $11K | Buy |
148
+8
| +6% | +$595 | 0.01% | 279 |
|
|
2019
Q4 | $12K | Buy |
140
+97
| +226% | +$8.31K | 0.01% | 277 |
|
|
2019
Q3 | $3K | Hold |
43
| – | – | ﹤0.01% | 401 |
|
|
2019
Q2 | $3K | Buy |
43
+3
| +8% | +$209 | ﹤0.01% | 352 |
|
|
2019
Q1 | $3K | Buy |
40
+5
| +14% | +$375 | ﹤0.01% | 341 |
|
|
2018
Q4 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 350 |
|