Madison Wealth Partners’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 | $290K | Sell |
2,591
-5
| -0.2% | -$560 | 0.06% | 123 |
|
|
2025
Q1 | $260K | Sell |
2,596
-4
| -0.2% | -$400 | 0.06% | 126 |
|
|
2024
Q4 | $252K | Sell |
2,600
-150
| -5% | -$14.5K | 0.07% | 131 |
|
|
2024
Q3 | $296K | Hold |
2,750
| – | – | 0.09% | 115 |
|
|
2024
Q2 | $281K | Sell |
2,750
-28
| -1% | -$2.86K | 0.1% | 102 |
|
|
2024
Q1 | $288K | Buy |
2,778
+19
| +0.7% | +$1.97K | 0.1% | 99 |
|
|
2023
Q4 | $267K | Buy |
2,759
+115
| +4% | +$11.1K | 0.11% | 100 |
|
|
2023
Q3 | $228K | Hold |
2,644
| – | – | 0.12% | 79 |
|
|
2023
Q2 | $252K | Buy |
+2,644
| New | +$252K | 0.12% | 78 |
|