MONECO 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 | $513K | Sell |
4,584
-2,115
| -32% | -$237K | 0.05% | 292 |
|
|
2025
Q1 | $670K | Buy |
6,699
+1,173
| +21% | +$117K | 0.07% | 228 |
|
|
2024
Q4 | $535K | Buy |
5,526
+550
| +11% | +$53.3K | 0.06% | 267 |
|
|
2024
Q3 | $536K | Sell |
4,976
-24
| -0.5% | -$2.58K | 0.07% | 247 |
|
|
2024
Q2 | $511K | Sell |
5,000
-4,080
| -45% | -$417K | 0.08% | 235 |
|
|
2024
Q1 | $942K | Sell |
9,080
-356
| -4% | -$36.9K | 0.15% | 155 |
|
|
2023
Q4 | $914K | Buy |
9,436
+3,726
| +65% | +$361K | 0.17% | 141 |
|
|
2023
Q3 | $493K | Buy |
5,710
+345
| +6% | +$29.8K | 0.13% | 181 |
|
|
2023
Q2 | $512K | Buy |
5,365
+344
| +7% | +$32.8K | 0.14% | 174 |
|
|
2023
Q1 | $470K | Buy |
+5,021
| New | +$470K | 0.14% | 172 |
|
|
2022
Q2 | – | Sell |
-2,400
| Closed | -$231K | – | 253 |
|
|
2022
Q1 | $231K | Sell |
2,400
-316
| -12% | -$30.4K | 0.08% | 218 |
|
|
2021
Q4 | $269K | Sell |
2,716
-146
| -5% | -$14.5K | 0.1% | 197 |
|
|
2021
Q3 | $305K | Buy |
+2,862
| New | +$305K | 0.12% | 183 |
|