RDA Financial Network’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 | $687K | Sell |
6,136
-102
| -2% | -$11.4K | 0.19% | 120 |
|
|
2025
Q1 | $624K | Sell |
6,238
-5,715
| -48% | -$572K | 0.19% | 117 |
|
|
2024
Q4 | $1.16M | Buy |
11,953
+4,277
| +56% | +$414K | 0.34% | 87 |
|
|
2024
Q3 | $826K | Buy |
7,676
+723
| +10% | +$77.8K | 0.26% | 104 |
|
|
2024
Q2 | $711K | Buy |
+6,953
| New | +$711K | 0.23% | 105 |
|
|
2023
Q3 | – | Sell |
-2,155
| Closed | -$206K | – | 222 |
|
|
2023
Q2 | $206K | Buy |
2,155
+15
| +0.7% | +$1.43K | 0.09% | 214 |
|
|
2023
Q1 | $200K | Buy |
+2,140
| New | +$200K | 0.09% | 213 |
|
|
2022
Q2 | – | Sell |
-2,209
| Closed | -$213K | – | 220 |
|
|
2022
Q1 | $213K | Buy |
+2,209
| New | +$213K | 0.09% | 205 |
|
|
2021
Q2 | – | Sell |
-4,187
| Closed | -$421K | – | 225 |
|
|
2021
Q1 | $421K | Sell |
4,187
-69
| -2% | -$6.94K | 0.18% | 134 |
|
|
2020
Q4 | $429K | Sell |
4,256
-4,170
| -49% | -$420K | 0.19% | 123 |
|
|
2020
Q3 | $757K | Buy |
8,426
+13
| +0.2% | +$1.17K | 0.34% | 77 |
|
|
2020
Q2 | $699K | Buy |
+8,413
| New | +$699K | 0.35% | 74 |
|