LexAurum 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 | $598K | Buy |
5,337
+979
| +22% | +$110K | 0.09% | 175 |
|
2025
Q1 | $436K | Sell |
4,358
-2,484
| -36% | -$248K | 0.08% | 207 |
|
2024
Q4 | $662K | Buy |
6,842
+154
| +2% | +$14.9K | 0.13% | 148 |
|
2024
Q3 | $720K | Buy |
6,688
+9
| +0.1% | +$969 | 0.16% | 121 |
|
2024
Q2 | $683K | Buy |
6,679
+2,079
| +45% | +$213K | 0.17% | 119 |
|
2024
Q1 | $477K | Buy |
4,600
+91
| +2% | +$9.45K | 0.12% | 155 |
|
2023
Q4 | $437K | Sell |
4,509
-2,249
| -33% | -$218K | 0.11% | 166 |
|
2023
Q3 | $583K | Sell |
6,758
-1,709
| -20% | -$147K | 0.17% | 124 |
|
2023
Q2 | $808K | Buy |
8,467
+230
| +3% | +$21.9K | 0.24% | 90 |
|
2023
Q1 | $772K | Buy |
8,237
+2,506
| +44% | +$235K | 0.26% | 92 |
|
2022
Q4 | $480K | Buy |
5,731
+225
| +4% | +$18.8K | 0.17% | 123 |
|
2022
Q3 | $399K | Buy |
5,506
+1,546
| +39% | +$112K | 0.15% | 139 |
|
2022
Q2 | $319K | Buy |
3,960
+55
| +1% | +$4.43K | 0.12% | 168 |
|
2022
Q1 | $376K | Sell |
3,905
-2,472
| -39% | -$238K | 0.12% | 158 |
|
2021
Q4 | $703K | Sell |
6,377
-2,990
| -32% | -$330K | 0.23% | 91 |
|
2021
Q3 | $997K | Buy |
9,367
+3,204
| +52% | +$341K | 0.29% | 79 |
|
2021
Q2 | $661K | Buy |
6,163
+14
| +0.2% | +$1.5K | 0.2% | 130 |
|
2021
Q1 | $618K | Sell |
6,149
-687
| -10% | -$69K | 0.21% | 112 |
|
2020
Q4 | $690K | Buy |
6,836
+2,597
| +61% | +$262K | 0.25% | 99 |
|
2020
Q3 | $381K | Buy |
+4,239
| New | +$381K | 0.16% | 132 |
|