Omni 360 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 | $1.63M | Sell |
14,524
-3,158
| -18% | -$354K | 0.8% | 28 |
|
|
2025
Q1 | $1.77M | Buy |
17,682
+683
| +4% | +$68.3K | 1.04% | 24 |
|
|
2024
Q4 | $1.65M | Buy |
16,999
+1,263
| +8% | +$122K | 1.03% | 25 |
|
|
2024
Q3 | $1.69M | Buy |
15,736
+878
| +6% | +$94.5K | 1.11% | 26 |
|
|
2024
Q2 | $1.52M | Buy |
14,858
+3,297
| +29% | +$337K | 1.13% | 23 |
|
|
2024
Q1 | $1.2M | Buy |
11,561
+582
| +5% | +$60.4K | 0.98% | 27 |
|
|
2023
Q4 | $1.06M | Buy |
+10,979
| New | +$1.06M | 0.99% | 28 |
|