Personal CFO Solutions’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 | $4.72M | Buy |
42,163
+36,874
| +697% | +$4.13M | 0.87% | 15 |
|
|
2025
Q1 | $529K | Buy |
+5,289
| New | +$529K | 0.11% | 205 |
|
|
2024
Q4 | – | Sell |
-4,333
| Closed | -$466K | – | 501 |
|
|
2024
Q3 | $466K | Sell |
4,333
-1,745
| -29% | -$188K | 0.07% | 280 |
|
|
2024
Q2 | $622K | Buy |
6,078
+3,726
| +158% | +$381K | 0.1% | 205 |
|
|
2024
Q1 | $244K | Sell |
2,352
-3,495
| -60% | -$363K | 0.04% | 454 |
|
|
2023
Q4 | $566K | Buy |
5,847
+1,104
| +23% | +$107K | 0.1% | 205 |
|
|
2023
Q3 | $409K | Buy |
+4,743
| New | +$409K | 0.08% | 241 |
|
|
2023
Q1 | – | Sell |
-2,946
| Closed | -$247K | – | 483 |
|
|
2022
Q4 | $247K | Sell |
2,946
-3,500
| -54% | -$293K | 0.05% | 360 |
|
|
2022
Q3 | $468K | Sell |
6,446
-9,289
| -59% | -$674K | 0.12% | 161 |
|
|
2022
Q2 | $1.27M | Buy |
15,735
+8,429
| +115% | +$678K | 0.3% | 58 |
|
|
2022
Q1 | $703K | Sell |
7,306
-1,926
| -21% | -$185K | 0.14% | 140 |
|
|
2021
Q4 | $1.02M | Buy |
+9,232
| New | +$1.02M | 0.19% | 111 |
|
|
2020
Q2 | – | Sell |
-16,393
| Closed | -$1.17M | – | 325 |
|
|
2020
Q1 | $1.17M | Buy |
+16,393
| New | +$1.17M | 0.42% | 52 |
|