LifePlan Investment 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 | $1.45M | Buy |
12,931
+749
| +6% | +$83.9K | 0.72% | 43 |
|
|
2025
Q1 | $1.22M | Sell |
12,182
-7,185
| -37% | -$719K | 0.7% | 41 |
|
|
2024
Q4 | $1.88M | Buy |
19,367
+5,960
| +44% | +$577K | 1.16% | 32 |
|
|
2024
Q3 | $1.44M | Buy |
13,407
+677
| +5% | +$72.9K | 0.92% | 32 |
|
|
2024
Q2 | $1.3M | Buy |
12,730
+3,655
| +40% | +$374K | 0.94% | 31 |
|
|
2024
Q1 | $942K | Sell |
9,075
-1,371
| -13% | -$142K | 0.75% | 33 |
|
|
2023
Q4 | $1.01M | Sell |
10,446
-476
| -4% | -$46.1K | 0.93% | 29 |
|
|
2023
Q3 | $943K | Buy |
10,922
+2,514
| +30% | +$217K | 1% | 28 |
|
|
2023
Q2 | $802K | Buy |
+8,408
| New | +$802K | 0.9% | 27 |
|