Moisand Fitzgerald Tamayo’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 | $119K | Sell |
1,060
-63
| -6% | -$7.06K | 0.02% | 143 |
|
|
2025
Q1 | $112K | Hold |
1,123
| – | – | 0.02% | 139 |
|
|
2024
Q4 | $109K | Buy |
1,123
+63
| +6% | +$6.1K | 0.02% | 141 |
|
|
2024
Q3 | $114K | Hold |
1,060
| – | – | 0.02% | 137 |
|
|
2024
Q2 | $108K | Hold |
1,060
| – | – | 0.02% | 128 |
|
|
2024
Q1 | $110K | Sell |
1,060
-148
| -12% | -$15.4K | 0.02% | 128 |
|
|
2023
Q4 | $117K | Buy |
1,208
+48
| +4% | +$4.65K | 0.02% | 127 |
|
|
2023
Q3 | $100K | Buy |
1,160
+100
| +9% | +$8.63K | 0.02% | 127 |
|
|
2023
Q2 | $101K | Hold |
1,060
| – | – | 0.02% | 123 |
|
|
2023
Q1 | $99.3K | Sell |
1,060
-532
| -33% | -$49.8K | 0.02% | 125 |
|
|
2022
Q4 | $133K | Buy |
1,592
+393
| +33% | +$32.9K | 0.03% | 113 |
|
|
2022
Q3 | $87K | Hold |
1,199
| – | – | 0.02% | 122 |
|
|
2022
Q2 | $97K | Hold |
1,199
| – | – | 0.03% | 120 |
|
|
2022
Q1 | $115K | Hold |
1,199
| – | – | 0.05% | 79 |
|
|
2021
Q4 | $132K | Hold |
1,199
| – | – | 0.04% | 101 |
|
|
2021
Q3 | $128K | Hold |
1,199
| – | – | 0.04% | 100 |
|
|
2021
Q2 | $129K | Hold |
1,199
| – | – | 0.05% | 96 |
|
|
2021
Q1 | $120K | Hold |
1,199
| – | – | 0.05% | 89 |
|
|
2020
Q4 | $121K | Hold |
1,199
| – | – | 0.05% | 90 |
|
|
2020
Q3 | $108K | Hold |
1,199
| – | – | 0.06% | 90 |
|
|
2020
Q2 | $100K | Hold |
1,199
| – | – | 0.06% | 91 |
|
|
2020
Q1 | $85K | Hold |
1,199
| – | – | 0.06% | 93 |
|
|
2019
Q4 | $104K | Hold |
1,199
| – | – | 0.05% | 94 |
|
|
2019
Q3 | $97K | Hold |
1,199
| – | – | 0.05% | 95 |
|
|
2019
Q2 | $97K | Hold |
1,199
| – | – | 0.05% | 96 |
|
|
2019
Q1 | $93K | Hold |
1,199
| – | – | 0.05% | 97 |
|
|
2018
Q4 | $83K | Sell |
1,199
-108
| -8% | -$7.48K | 0.05% | 96 |
|
|
2018
Q3 | $105K | Hold |
1,307
| – | – | 0.06% | 94 |
|
|
2018
Q2 | $103K | Hold |
1,307
| – | – | 0.06% | 94 |
|
|
2018
Q1 | $105K | Hold |
1,307
| – | – | 0.06% | 94 |
|
|
2017
Q4 | $106K | Sell |
1,307
-248
| -16% | -$20.1K | 0.06% | 84 |
|
|
2017
Q3 | $120K | Buy |
+1,555
| New | +$120K | 0.07% | 79 |
|
|
2016
Q2 | – | Sell |
-1,555
| Closed | -$102K | – | 95 |
|
|
2016
Q1 | $102K | Sell |
1,555
-202
| -11% | -$13.3K | 0.08% | 69 |
|
|
2015
Q4 | $118K | Buy |
+1,757
| New | +$118K | 0.1% | 65 |
|