OPPS
Obsidian Personal Planning Solutions’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10M | Buy |
89,673
+2,984
| +3% | +$334K | 4.06% | 7 |
|
|
2025
Q1 | $9.05M | Buy |
86,689
+14,946
| +21% | +$1.56M | 4.04% | 7 |
|
|
2024
Q4 | $7.3M | Buy |
71,743
+5,910
| +9% | +$602K | 3.52% | 10 |
|
|
2024
Q3 | $6.64M | Buy |
65,833
+9,230
| +16% | +$931K | 3.47% | 10 |
|
|
2024
Q2 | $5.79M | Buy |
56,603
+3,996
| +8% | +$409K | 3.53% | 11 |
|
|
2024
Q1 | $5.2M | Buy |
52,607
+321
| +0.6% | +$31.7K | 3.42% | 10 |
|
|
2023
Q4 | $5.06M | Buy |
52,286
+2,876
| +6% | +$279K | 3.85% | 8 |
|
|
2023
Q3 | $4.26M | Buy |
49,410
+9,112
| +23% | +$786K | 3.64% | 9 |
|
|
2023
Q2 | $3.84M | Buy |
40,298
+2,293
| +6% | +$219K | 4.73% | 6 |
|
|
2023
Q1 | $3.56M | Buy |
38,005
+405
| +1% | +$37.9K | 5.19% | 6 |
|
|
2022
Q4 | $3.15M | Buy |
37,600
+219
| +0.6% | +$18.3K | 5.05% | 7 |
|
|
2022
Q3 | $2.71M | Buy |
37,381
+816
| +2% | +$59.2K | 4.96% | 6 |
|
|
2022
Q2 | $2.94M | Buy |
+36,565
| New | +$2.94M | 5.02% | 6 |
|