Lion Street 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 | $439K | Buy |
3,922
+1,002
| +34% | +$112K | 0.13% | 162 |
|
|
2025
Q1 | $292K | Sell |
2,920
-1,573
| -35% | -$157K | 0.09% | 207 |
|
|
2024
Q4 | $435K | Buy |
4,493
+1,687
| +60% | +$163K | 0.14% | 150 |
|
|
2024
Q3 | $302K | Buy |
2,806
+641
| +30% | +$69K | 0.11% | 196 |
|
|
2024
Q2 | $222K | Buy |
+2,165
| New | +$222K | 0.08% | 241 |
|
|
2023
Q3 | – | Sell |
-2,139
| Closed | -$237K | – | 263 |
|
|
2023
Q2 | $237K | Buy |
+2,139
| New | +$237K | 0.08% | 206 |
|
|
2021
Q1 | – | Sell |
-2,184
| Closed | -$206K | – | 21 |
|
|
2020
Q4 | $206K | Sell |
2,184
-441
| -17% | -$41.6K | 0.5% | 40 |
|
|
2020
Q3 | $232K | Buy |
+2,625
| New | +$232K | 0.47% | 48 |
|