My Personal CFO LLC’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 | $274K | Hold |
2,447
| – | – | 0.12% | 80 |
|
|
2025
Q1 | $245K | Hold |
2,447
| – | – | 0.12% | 81 |
|
|
2024
Q4 | $237K | Hold |
2,447
| – | – | 0.12% | 84 |
|
|
2024
Q3 | $263K | Hold |
2,447
| – | – | 0.14% | 78 |
|
|
2024
Q2 | $250K | Sell |
2,447
-29
| -1% | -$2.97K | 0.13% | 94 |
|
|
2024
Q1 | $257K | Hold |
2,476
| – | – | 0.15% | 87 |
|
|
2023
Q4 | $240K | Hold |
2,476
| – | – | 0.16% | 85 |
|
|
2023
Q3 | $214K | Hold |
2,476
| – | – | 0.17% | 80 |
|
|
2023
Q2 | $236K | Hold |
2,476
| – | – | 0.19% | 78 |
|
|
2023
Q1 | $232K | Hold |
2,476
| – | – | 0.2% | 69 |
|
|
2022
Q4 | $207K | Buy |
+2,476
| New | +$207K | 0.19% | 68 |
|
|
2022
Q2 | – | Sell |
-2,447
| Closed | -$236K | – | 57 |
|
|
2022
Q1 | $236K | Buy |
2,447
+418
| +21% | +$40.3K | 0.24% | 55 |
|
|
2021
Q4 | $224K | Buy |
+2,029
| New | +$224K | 0.2% | 57 |
|