Madrona Financial Services’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
Q1 | – | Sell |
-33,265
| Closed | -$3.22M | – | 111 |
|
|
2024
Q4 | $3.22M | Sell |
33,265
-19,674
| -37% | -$1.91M | 0.88% | 31 |
|
|
2024
Q3 | $5.7M | Buy |
52,939
+1,342
| +3% | +$144K | 1.58% | 18 |
|
|
2024
Q2 | $5.28M | Buy |
51,597
+3,477
| +7% | +$356K | 1.62% | 18 |
|
|
2024
Q1 | $4.99M | Buy |
48,120
+3,992
| +9% | +$414K | 1.74% | 17 |
|
|
2023
Q4 | $4.27M | Sell |
44,128
-18,936
| -30% | -$1.83M | 1.69% | 17 |
|
|
2023
Q3 | $5.44M | Buy |
63,064
+46,759
| +287% | +$4.04M | 2.49% | 11 |
|
|
2023
Q2 | $1.56M | Buy |
16,305
+12,578
| +337% | +$1.2M | 0.76% | 28 |
|
|
2023
Q1 | $349K | Buy |
+3,727
| New | +$349K | 0.19% | 55 |
|