Pinnacle Family Advisors’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 | $459K | Sell |
4,101
-59
| -1% | -$6.61K | 0.22% | 75 |
|
|
2025
Q1 | $416K | Sell |
4,160
-1,520
| -27% | -$152K | 0.23% | 81 |
|
|
2024
Q4 | $550K | Buy |
5,680
+324
| +6% | +$31.4K | 0.27% | 67 |
|
|
2024
Q3 | $577K | Buy |
5,356
+1,502
| +39% | +$162K | 0.3% | 62 |
|
|
2024
Q2 | $394K | Sell |
3,854
-736
| -16% | -$75.3K | 0.22% | 77 |
|
|
2024
Q1 | $476K | Buy |
4,590
+392
| +9% | +$40.7K | 0.25% | 57 |
|
|
2023
Q4 | $407K | Sell |
4,198
-974
| -19% | -$94.3K | 0.24% | 65 |
|
|
2023
Q3 | $446K | Sell |
5,172
-879
| -15% | -$75.9K | 0.26% | 55 |
|
|
2023
Q2 | $577K | Buy |
6,051
+1,527
| +34% | +$146K | 0.31% | 56 |
|
|
2023
Q1 | $424K | Buy |
4,524
+228
| +5% | +$21.4K | 0.26% | 70 |
|
|
2022
Q4 | $360K | Sell |
4,296
-245
| -5% | -$20.5K | 0.26% | 65 |
|
|
2022
Q3 | $329K | Buy |
4,541
+969
| +27% | +$70.2K | 0.29% | 60 |
|
|
2022
Q2 | $287K | Sell |
3,572
-751
| -17% | -$60.3K | 0.23% | 73 |
|
|
2022
Q1 | $416K | Sell |
4,323
-451
| -9% | -$43.4K | 0.22% | 74 |
|
|
2021
Q4 | $527K | Buy |
4,774
+1,166
| +32% | +$129K | 0.24% | 62 |
|
|
2021
Q3 | $384K | Sell |
3,608
-6
| -0.2% | -$639 | 0.17% | 82 |
|
|
2021
Q2 | $388K | Sell |
3,614
-107
| -3% | -$11.5K | 0.17% | 81 |
|
|
2021
Q1 | $374K | Buy |
3,721
+368
| +11% | +$37K | 0.2% | 78 |
|
|
2020
Q4 | $338K | Buy |
+3,353
| New | +$338K | 0.21% | 85 |
|