Phillips Financial Management’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 | $35.8K | Sell |
319
-1
| -0.3% | -$112 | ﹤0.01% | 233 |
|
|
2025
Q1 | $32K | Hold |
320
| – | – | ﹤0.01% | 226 |
|
|
2024
Q4 | $31K | Hold |
320
| – | – | ﹤0.01% | 220 |
|
|
2024
Q3 | $34.4K | Hold |
320
| – | – | ﹤0.01% | 225 |
|
|
2024
Q2 | $32.7K | Buy |
320
+119
| +59% | +$12.2K | ﹤0.01% | 223 |
|
|
2024
Q1 | $20.9K | Sell |
201
-54
| -21% | -$5.62K | ﹤0.01% | 229 |
|
|
2023
Q4 | $24.7K | Buy |
+255
| New | +$24.7K | ﹤0.01% | 207 |
|