Market Street Wealth Management Advisors’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 | $2.48M | Sell |
22,160
-2,082
| -9% | -$233K | 0.4% | 33 |
|
|
2025
Q1 | $2.42M | Sell |
24,242
-1,541
| -6% | -$154K | 0.41% | 31 |
|
|
2024
Q4 | $2.5M | Buy |
25,783
+1,849
| +8% | +$179K | 0.42% | 33 |
|
|
2024
Q3 | $2.58M | Sell |
23,934
-60
| -0.3% | -$6.46K | 0.42% | 32 |
|
|
2024
Q2 | $2.45M | Sell |
23,994
-1,593
| -6% | -$163K | 0.42% | 31 |
|
|
2024
Q1 | $2.66M | Sell |
25,587
-4,314
| -14% | -$448K | 0.47% | 29 |
|
|
2023
Q4 | $2.9M | Sell |
29,901
-148,242
| -83% | -$14.4M | 0.61% | 28 |
|
|
2023
Q3 | $15.4M | Sell |
178,143
-45,030
| -20% | -$3.89M | 3.93% | 8 |
|
|
2023
Q2 | $21.3M | Buy |
223,173
+3,985
| +2% | +$380K | 5.41% | 5 |
|
|
2023
Q1 | $20.5M | Buy |
219,188
+70,467
| +47% | +$6.6M | 5.4% | 4 |
|
|
2022
Q4 | $12.5M | Buy |
+148,721
| New | +$12.5M | 3.61% | 8 |
|