McGlone Suttner 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 | $269K | Buy |
2,403
+8
| +0.3% | +$896 | 0.04% | 162 |
|
|
2025
Q1 | $240K | Sell |
2,395
-706
| -23% | -$70.6K | 0.04% | 166 |
|
|
2024
Q4 | $300K | Buy |
3,101
+826
| +36% | +$80K | 0.05% | 138 |
|
|
2024
Q3 | $245K | Sell |
2,275
-2,393
| -51% | -$258K | 0.05% | 150 |
|
|
2024
Q2 | $452K | Buy |
4,668
+1,362
| +41% | +$132K | 0.09% | 89 |
|
|
2024
Q1 | $343K | Sell |
3,306
-1,362
| -29% | -$141K | 0.06% | 120 |
|
|
2023
Q4 | $452K | Sell |
4,668
-570
| -11% | -$55.2K | 0.09% | 89 |
|
|
2023
Q3 | $452K | Sell |
5,238
-100
| -2% | -$8.63K | 0.1% | 77 |
|
|
2023
Q2 | $509K | Buy |
5,338
+35
| +0.7% | +$3.34K | 0.12% | 75 |
|
|
2023
Q1 | $497K | Sell |
5,303
-217
| -4% | -$20.3K | 0.13% | 73 |
|
|
2022
Q4 | $462K | Buy |
+5,520
| New | +$462K | 0.15% | 71 |
|