MSH Capital 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 | $570K | Sell |
5,087
-2,090
| -29% | -$234K | 0.16% | 149 |
|
|
2025
Q1 | $718K | Buy |
7,177
+364
| +5% | +$36.4K | 0.22% | 109 |
|
|
2024
Q4 | $660K | Buy |
6,813
+929
| +16% | +$90K | 0.21% | 112 |
|
|
2024
Q3 | $633K | Buy |
5,884
+1,791
| +44% | +$193K | 0.19% | 122 |
|
|
2024
Q2 | $419K | Buy |
+4,093
| New | +$419K | 0.14% | 150 |
|
|
2023
Q4 | – | Sell |
-3,667
| Closed | -$316K | – | 217 |
|
|
2023
Q3 | $316K | Sell |
3,667
-477
| -12% | -$41.2K | 0.12% | 166 |
|
|
2023
Q2 | $395K | Sell |
4,144
-350
| -8% | -$33.4K | 0.14% | 151 |
|
|
2023
Q1 | $421K | Buy |
4,494
+1,461
| +48% | +$137K | 0.18% | 130 |
|
|
2022
Q4 | $254K | Buy |
+3,033
| New | +$254K | 0.11% | 169 |
|