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 |
|