Modern 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 | $3.27M | Buy |
29,159
+71
| +0.2% | +$7.95K | 0.08% | 211 |
|
|
2025
Q1 | $2.91M | Sell |
29,088
-6,020
| -17% | -$602K | 0.09% | 179 |
|
|
2024
Q4 | $3.4M | Buy |
35,108
+20,117
| +134% | +$1.95M | 0.13% | 142 |
|
|
2024
Q3 | $1.61M | Buy |
14,991
+2,103
| +16% | +$226K | 0.1% | 130 |
|
|
2024
Q2 | $1.32M | Buy |
12,888
+8,822
| +217% | +$903K | 0.1% | 123 |
|
|
2024
Q1 | $422K | Buy |
+4,066
| New | +$422K | 0.04% | 192 |
|