Luts & Greenleigh 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 | $1.01M | Buy |
8,999
+259
| +3% | +$29K | 0.97% | 24 |
|
|
2025
Q1 | $874K | Hold |
8,740
| – | – | 0.87% | 25 |
|
|
2024
Q4 | $846K | Buy |
8,740
+251
| +3% | +$24.3K | 0.84% | 26 |
|
|
2024
Q3 | $914K | Buy |
8,489
+152
| +2% | +$16.4K | 0.88% | 24 |
|
|
2024
Q2 | $853K | Buy |
+8,337
| New | +$853K | 0.89% | 23 |
|
|
2023
Q4 | $798K | Buy |
8,238
+76
| +0.9% | +$7.36K | 1.01% | 21 |
|
|
2023
Q3 | $704K | Buy |
8,162
+12
| +0.1% | +$1.04K | 0.87% | 24 |
|
|
2023
Q2 | $778K | Buy |
8,150
+469
| +6% | +$44.7K | 0.96% | 24 |
|
|
2023
Q1 | $720K | Buy |
7,681
+856
| +13% | +$80.2K | 0.91% | 23 |
|
|
2022
Q4 | $572K | Buy |
+6,825
| New | +$572K | 0.72% | 27 |
|