Peninsula 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
2024
Q4
$916K Sell
9,455
-2,347
-20% -$227K 0.16% 54
2024
Q3
$1.23M Buy
11,802
+1,530
+15% +$159K 0.21% 45
2024
Q2
$1.09M Buy
+10,272
New +$1.09M 0.2% 48