Morris Financial Concepts’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 | $962K | Buy |
8,585
+186
| +2% | +$20.8K | 0.38% | 44 |
|
|
2025
Q1 | $840K | Buy |
8,399
+1,065
| +15% | +$107K | 0.35% | 46 |
|
|
2024
Q4 | $710K | Buy |
7,334
+1,020
| +16% | +$98.8K | 0.3% | 48 |
|
|
2024
Q3 | $680K | Buy |
6,314
+2,759
| +78% | +$297K | 0.29% | 50 |
|
|
2024
Q2 | $364K | Buy |
3,555
+3,430
| +2,744% | +$351K | 0.17% | 77 |
|
|
2024
Q1 | $13K | Hold |
125
| – | – | 0.01% | 135 |
|
|
2023
Q4 | $12.1K | Hold |
125
| – | – | 0.01% | 133 |
|
|
2023
Q3 | $10.8K | Hold |
125
| – | – | 0.01% | 125 |
|
|
2023
Q2 | $11.9K | Hold |
125
| – | – | 0.01% | 126 |
|
|
2023
Q1 | $11.7K | Hold |
125
| – | – | 0.01% | 124 |
|
|
2022
Q4 | $10.5K | Hold |
125
| – | – | 0.01% | 118 |
|
|
2022
Q3 | $9K | Hold |
125
| – | – | 0.01% | 95 |
|
|
2022
Q2 | $10K | Hold |
125
| – | – | 0.01% | 102 |
|
|
2022
Q1 | $12K | Hold |
125
| – | – | 0.01% | 98 |
|
|
2021
Q4 | $14K | Buy |
+125
| New | +$14K | 0.01% | 89 |
|