Lifeworks 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 | $756K | Buy |
6,749
+423
| +7% | +$47.4K | 0.11% | 155 |
|
|
2025
Q1 | $633K | Sell |
6,326
-3,342
| -35% | -$334K | 0.11% | 164 |
|
|
2024
Q4 | $936K | Buy |
9,668
+887
| +10% | +$85.9K | 0.17% | 122 |
|
|
2024
Q3 | $945K | Buy |
8,781
+489
| +6% | +$52.6K | 0.19% | 119 |
|
|
2024
Q2 | $848K | Buy |
8,292
+1,783
| +27% | +$182K | 0.24% | 95 |
|
|
2024
Q1 | $676K | Buy |
+6,509
| New | +$676K | 0.19% | 111 |
|