Orin Green Financial’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 | $287K | Hold |
2,560
| – | – | 0.12% | 63 |
|
|
2025
Q1 | $252K | Buy |
+2,560
| New | +$252K | 0.12% | 63 |
|
|
2024
Q4 | – | Sell |
-2,560
| Closed | -$276K | – | 66 |
|
|
2024
Q3 | $276K | Hold |
2,560
| – | – | 0.12% | 62 |
|
|
2024
Q2 | $262K | Buy |
+2,560
| New | +$262K | 0.12% | 62 |
|
|
2024
Q1 | – | Sell |
-2,560
| Closed | -$248K | – | 62 |
|
|
2023
Q4 | $248K | Hold |
2,560
| – | – | 0.12% | 60 |
|
|
2023
Q3 | $221K | Hold |
2,560
| – | – | 0.12% | 62 |
|
|
2023
Q2 | $244K | Hold |
2,560
| – | – | 0.13% | 58 |
|
|
2023
Q1 | $240K | Hold |
2,560
| – | – | 0.13% | 57 |
|
|
2022
Q4 | $214K | Buy |
+2,560
| New | +$214K | 0.13% | 60 |
|
|
2022
Q3 | – | Sell |
-2,560
| Closed | -$205K | – | 65 |
|
|
2022
Q2 | $205K | Hold |
2,560
| – | – | 0.13% | 62 |
|
|
2022
Q1 | $246K | Hold |
2,560
| – | – | 0.16% | 60 |
|
|
2021
Q4 | $255K | Hold |
2,560
| – | – | 0.18% | 50 |
|
|
2021
Q3 | $273K | Hold |
2,560
| – | – | 0.19% | 55 |
|
|
2021
Q2 | $275K | Hold |
2,560
| – | – | 0.19% | 54 |
|
|
2021
Q1 | $257K | Hold |
2,560
| – | – | 0.21% | 54 |
|
|
2020
Q4 | $258K | Buy |
+2,560
| New | +$258K | 0.2% | 56 |
|