RCS Financial Planning’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 | $1.89M | Sell |
16,888
-485
| -3% | -$54.3K | 0.94% | 24 |
|
|
2025
Q1 | $1.74M | Sell |
17,373
-9,276
| -35% | -$928K | 0.92% | 28 |
|
|
2024
Q4 | $2.58M | Buy |
26,649
+4,380
| +20% | +$424K | 1.37% | 20 |
|
|
2024
Q3 | $2.4M | Sell |
22,269
-1,762
| -7% | -$190K | 1.33% | 19 |
|
|
2024
Q2 | $2.46M | Buy |
24,031
+4,995
| +26% | +$511K | 1.45% | 16 |
|
|
2024
Q1 | $1.98M | Sell |
19,036
-1,257
| -6% | -$130K | 1.22% | 19 |
|
|
2023
Q4 | $1.97M | Sell |
20,293
-2,682
| -12% | -$260K | 1.29% | 16 |
|
|
2023
Q3 | $1.98M | Buy |
22,975
+1,085
| +5% | +$93.6K | 1.51% | 16 |
|
|
2023
Q2 | $2.09M | Buy |
21,890
+3,546
| +19% | +$338K | 1.72% | 13 |
|
|
2023
Q1 | $1.72M | Buy |
18,344
+5,841
| +47% | +$547K | 1.52% | 16 |
|
|
2022
Q4 | $1.05M | Buy |
+12,503
| New | +$1.05M | 1.02% | 23 |
|