Paladin Advisory Group’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
$1.72M Sell
15,347
-905
-6% -$101K 1.31% 27
2025
Q1
$1.63M Buy
16,252
+653
+4% +$65.3K 1.3% 27
2024
Q4
$1.51M Buy
15,599
+247
+2% +$23.9K 1.16% 30
2024
Q3
$1.65M Sell
15,352
-2,335
-13% -$251K 1.22% 27
2024
Q2
$1.81M Sell
17,687
-540
-3% -$55.1K 1.41% 25
2024
Q1
$1.88M Buy
18,227
+115
+0.6% +$11.9K 1.49% 23
2023
Q4
$1.75M Sell
18,112
-1,889
-9% -$183K 1.45% 22
2023
Q3
$1.73M Buy
20,001
+20
+0.1% +$1.73K 1.45% 23
2023
Q2
$1.91M Buy
19,981
+107
+0.5% +$10.2K 1.53% 23
2023
Q1
$1.86M Buy
+19,874
New +$1.86M 1.55% 23
2022
Q4
Hold
0
69
2022
Q3
Hold
0
69
2022
Q2
Sell
-19,033
Closed -$1.85M 71
2022
Q1
$1.85M Buy
+19,033
New +$1.85M 1.5% 19
2021
Q4
Hold
0
68