Resurgent 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 | $597K | Buy |
5,326
+37
| +0.7% | +$4.14K | 0.33% | 90 |
|
|
2025
Q1 | $529K | Sell |
5,289
-4,521
| -46% | -$452K | 0.32% | 88 |
|
|
2024
Q4 | $950K | Buy |
9,810
+2,899
| +42% | +$281K | 0.56% | 49 |
|
|
2024
Q3 | $744K | Sell |
6,911
-785
| -10% | -$84.5K | 0.43% | 69 |
|
|
2024
Q2 | $787K | Buy |
7,696
+2,549
| +50% | +$261K | 0.49% | 57 |
|
|
2024
Q1 | $534K | Buy |
5,147
+891
| +21% | +$92.5K | 0.28% | 99 |
|
|
2023
Q4 | $412K | Sell |
4,256
-540
| -11% | -$52.3K | 0.25% | 103 |
|
|
2023
Q3 | $414K | Buy |
4,796
+741
| +18% | +$63.9K | 0.28% | 89 |
|
|
2023
Q2 | $387K | Buy |
4,055
+452
| +13% | +$43.1K | 0.26% | 90 |
|
|
2023
Q1 | $338K | Buy |
3,603
+1,213
| +51% | +$114K | 0.22% | 98 |
|
|
2022
Q4 | $200K | Buy |
+2,390
| New | +$200K | 0.11% | 201 |
|