Maripau Wealth Management’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 | $1.02M | Sell |
9,093
-5,657
| -38% | -$633K | 0.51% | 48 |
|
2025
Q1 | $1.47M | Sell |
14,750
-2,685
| -15% | -$268K | 0.85% | 33 |
|
2024
Q4 | $1.69M | Sell |
17,435
-8,741
| -33% | -$846K | 1% | 28 |
|
2024
Q3 | $2.82M | Sell |
26,176
-3,815
| -13% | -$411K | 2.44% | 12 |
|
2024
Q2 | $3.07M | Buy |
29,991
+7,468
| +33% | +$764K | 2.1% | 8 |
|
2024
Q1 | $2.34M | Sell |
22,523
-551
| -2% | -$57.2K | 1.75% | 11 |
|
2023
Q4 | $2.23M | Sell |
23,074
-10,835
| -32% | -$1.05M | 1.94% | 11 |
|
2023
Q3 | $2.93M | Sell |
33,909
-4,972
| -13% | -$429K | 2.69% | 8 |
|
2023
Q2 | $3.71M | Buy |
38,881
+6,585
| +20% | +$628K | 3.3% | 6 |
|
2023
Q1 | $3.03M | Sell |
32,296
-163
| -0.5% | -$15.3K | 3.15% | 8 |
|
2022
Q4 | $2.93M | Buy |
32,459
+3,483
| +12% | +$315K | 3.05% | 9 |
|
2022
Q3 | $2.21M | Sell |
28,976
-2,830
| -9% | -$216K | 2.38% | 9 |
|
2022
Q2 | $2.77M | Buy |
31,806
+4,952
| +18% | +$432K | 3% | 9 |
|
2022
Q1 | $2.41M | Sell |
26,854
-6,625
| -20% | -$595K | 2.18% | 12 |
|
2021
Q4 | $3.33M | Buy |
+33,479
| New | +$3.33M | 3.16% | 9 |
|