Rollins 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 | $253K | Buy |
+2,259
| New | +$253K | 0.04% | 119 |
|
|
2024
Q4 | – | Sell |
-2,270
| Closed | -$244K | – | 137 |
|
|
2024
Q3 | $244K | Sell |
2,270
-51
| -2% | -$5.49K | 0.04% | 117 |
|
|
2024
Q2 | $237K | Sell |
2,321
-601
| -21% | -$61.5K | 0.04% | 111 |
|
|
2024
Q1 | $303K | Buy |
2,922
+47
| +2% | +$4.88K | 0.06% | 93 |
|
|
2023
Q4 | $278K | Buy |
+2,875
| New | +$278K | 0.06% | 85 |
|