Plante Moran Financial 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 | $207K | Buy |
1,852
+128
| +7% | +$14.3K | 0.01% | 156 |
|
|
2025
Q1 | $172K | Sell |
1,724
-386
| -18% | -$38.6K | 0.01% | 185 |
|
|
2024
Q4 | $204K | Buy |
2,110
+129
| +7% | +$12.5K | 0.02% | 169 |
|
|
2024
Q3 | $213K | Hold |
1,981
| – | – | 0.02% | 175 |
|
|
2024
Q2 | $203K | Sell |
1,981
-326
| -14% | -$33.4K | 0.02% | 173 |
|
|
2024
Q1 | $239K | Hold |
2,307
| – | – | 0.03% | 155 |
|
|
2023
Q4 | $223K | Buy |
2,307
+109
| +5% | +$10.6K | 0.02% | 156 |
|
|
2023
Q3 | $190K | Sell |
2,198
-58
| -3% | -$5.01K | 0.02% | 150 |
|
|
2023
Q2 | $215K | Buy |
2,256
+58
| +3% | +$5.53K | 0.03% | 142 |
|
|
2023
Q1 | $206K | Buy |
+2,198
| New | +$206K | 0.03% | 146 |
|
|
2022
Q3 | – | Sell |
-100
| Closed | -$8K | – | 910 |
|
|
2022
Q2 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 641 |
|
|
2014
Q4 | – | Sell |
-500
| Closed | -$34K | – | 817 |
|
|
2014
Q3 | $34K | Buy |
+500
| New | +$34K | 0.03% | 309 |
|