Quotient Wealth Partners’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 | $3.16M | Sell |
28,177
-2,773
| -9% | -$311K | 0.09% | 57 |
|
|
2025
Q1 | $3.1M | Sell |
30,950
-3,989
| -11% | -$399K | 0.1% | 53 |
|
|
2024
Q4 | $3.38M | Buy |
34,939
+2,559
| +8% | +$248K | 0.11% | 50 |
|
|
2024
Q3 | $3.49M | Sell |
32,380
-1,894
| -6% | -$204K | 0.11% | 48 |
|
|
2024
Q2 | $3.51M | Sell |
34,274
-6,262
| -15% | -$641K | 0.12% | 47 |
|
|
2024
Q1 | $4.21M | Sell |
40,536
-18,169
| -31% | -$1.89M | 0.15% | 45 |
|
|
2023
Q4 | $5.69M | Buy |
+58,705
| New | +$5.69M | 0.22% | 43 |
|