Regimen Wealth’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 | $12M | Sell |
107,491
-19,167
| -15% | -$2.15M | 3.74% | 11 |
|
|
2025
Q1 | $12.7M | Buy |
126,658
+119
| +0.1% | +$11.9K | 4.07% | 9 |
|
|
2024
Q4 | $12.3M | Buy |
126,539
+14,348
| +13% | +$1.39M | 4% | 9 |
|
|
2024
Q3 | $12.1M | Sell |
112,191
-55
| -0% | -$5.92K | 3.91% | 9 |
|
|
2024
Q2 | $11.5M | Buy |
112,246
+1,183
| +1% | +$121K | 3.95% | 9 |
|
|
2024
Q1 | $11.5M | Sell |
111,063
-1,398
| -1% | -$145K | 4% | 10 |
|
|
2023
Q4 | $11M | Buy |
112,461
+11,165
| +11% | +$1.09M | 4.19% | 9 |
|
|
2023
Q3 | $8.74M | Sell |
101,296
-1,861
| -2% | -$161K | 3.59% | 11 |
|
|
2023
Q2 | $9.84M | Buy |
103,157
+11,460
| +12% | +$1.09M | 4.08% | 10 |
|
|
2023
Q1 | $8.95M | Buy |
91,697
+63,334
| +223% | +$6.18M | 3.87% | 10 |
|
|
2022
Q4 | $2.37M | Buy |
+28,363
| New | +$2.37M | 1.59% | 14 |
|