NewEdge Wealth’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 | $460K | Sell |
4,190
-409
| -9% | -$44.9K | 0.01% | 735 |
|
|
2025
Q1 | $460K | Sell |
4,599
-467
| -9% | -$46.7K | 0.01% | 674 |
|
|
2024
Q4 | $491K | Sell |
5,066
-77
| -1% | -$7.46K | 0.01% | 641 |
|
|
2024
Q3 | $554K | Sell |
5,143
-692
| -12% | -$74.5K | 0.01% | 597 |
|
|
2024
Q2 | $597K | Buy |
5,835
+45
| +0.8% | +$4.6K | 0.01% | 508 |
|
|
2024
Q1 | $578K | Buy |
5,790
+243
| +4% | +$24.3K | 0.01% | 527 |
|
|
2023
Q4 | $537K | Sell |
5,547
-1,862
| -25% | -$180K | 0.01% | 498 |
|
|
2023
Q3 | $639K | Buy |
7,409
+1,199
| +19% | +$103K | 0.02% | 429 |
|
|
2023
Q2 | $592K | Buy |
+6,210
| New | +$592K | 0.02% | 437 |
|