Lokken Investment 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 | – | Sell |
-2,221
| Closed | -$222K | – | 141 |
|
|
2025
Q1 | $222K | Sell |
2,221
-557
| -20% | -$55.7K | 0.09% | 121 |
|
|
2024
Q4 | $269K | Buy |
2,778
+344
| +14% | +$33.3K | 0.12% | 110 |
|
|
2024
Q3 | $262K | Sell |
2,434
-448
| -16% | -$48.2K | 0.11% | 123 |
|
|
2024
Q2 | $295K | Buy |
2,882
+41
| +1% | +$4.19K | 0.14% | 110 |
|
|
2024
Q1 | $295K | Buy |
+2,841
| New | +$295K | 0.15% | 104 |
|