Means Investment Company’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 | $202K | Buy |
+1,799
| New | +$202K | 0.02% | 189 |
|
|
2025
Q1 | – | Sell |
-2,303
| Closed | -$223K | – | 196 |
|
|
2024
Q4 | $223K | Sell |
2,303
-20
| -0.9% | -$1.94K | 0.02% | 195 |
|
|
2024
Q3 | $250K | Hold |
2,323
| – | – | 0.03% | 180 |
|
|
2024
Q2 | $238K | Sell |
2,323
-134
| -5% | -$13.7K | 0.03% | 178 |
|
|
2024
Q1 | $255K | Sell |
2,457
-228
| -8% | -$23.7K | 0.03% | 176 |
|
|
2023
Q4 | $260K | Sell |
2,685
-283
| -10% | -$27.4K | 0.04% | 173 |
|
|
2023
Q3 | $256K | Sell |
2,968
-590
| -17% | -$50.9K | 0.04% | 171 |
|
|
2023
Q2 | $339K | Sell |
3,558
-298
| -8% | -$28.4K | 0.05% | 149 |
|
|
2023
Q1 | $361K | Sell |
3,856
-22
| -0.6% | -$2.06K | 0.06% | 140 |
|
|
2022
Q4 | $325K | Sell |
3,878
-111
| -3% | -$9.3K | 0.07% | 145 |
|
|
2022
Q3 | $289K | Sell |
3,989
-77
| -2% | -$5.58K | 0.06% | 149 |
|
|
2022
Q2 | $327K | Sell |
4,066
-313
| -7% | -$25.2K | 0.07% | 141 |
|
|
2022
Q1 | $422K | Buy |
4,379
+113
| +3% | +$10.9K | 0.08% | 127 |
|
|
2021
Q4 | $471K | Buy |
4,266
+388
| +10% | +$42.8K | 0.08% | 118 |
|
|
2021
Q3 | $413K | Buy |
3,878
+8
| +0.2% | +$852 | 0.08% | 124 |
|
|
2021
Q2 | $415K | Sell |
3,870
-33
| -0.8% | -$3.54K | 0.08% | 129 |
|
|
2021
Q1 | $392K | Buy |
3,903
+47
| +1% | +$4.72K | 0.09% | 121 |
|
|
2020
Q4 | $403K | Sell |
3,856
-516
| -12% | -$53.9K | 0.09% | 116 |
|
|
2020
Q3 | $409K | Buy |
+4,372
| New | +$409K | 0.11% | 102 |
|