RTD 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 | $22.3M | Sell |
198,936
-8,000
| -4% | -$896K | 2.85% | 9 |
|
|
2025
Q1 | $20.7M | Sell |
206,936
-1,407
| -0.7% | -$141K | 2.78% | 11 |
|
|
2024
Q4 | $20.2M | Buy |
208,343
+2,575
| +1% | +$249K | 2.59% | 11 |
|
|
2024
Q3 | $22.2M | Buy |
205,768
+661
| +0.3% | +$71.2K | 2.8% | 10 |
|
|
2024
Q2 | $21M | Sell |
205,107
-1,186
| -0.6% | -$121K | 2.82% | 9 |
|
|
2024
Q1 | $21.4M | Buy |
206,293
+419
| +0.2% | +$43.5K | 2.88% | 9 |
|
|
2023
Q4 | $19.9M | Sell |
205,874
-3,200
| -2% | -$310K | 2.8% | 9 |
|
|
2023
Q3 | $18M | Sell |
209,074
-3,684
| -2% | -$318K | 2.76% | 10 |
|
|
2023
Q2 | $20.3M | Buy |
212,758
+1,590
| +0.8% | +$152K | 2.95% | 10 |
|
|
2023
Q1 | $19.8M | Buy |
211,168
+1,869
| +0.9% | +$175K | 3.06% | 10 |
|
|
2022
Q4 | $17.5M | Buy |
209,299
+2,753
| +1% | +$231K | 2.86% | 10 |
|
|
2022
Q3 | $15M | Sell |
206,546
-4,335
| -2% | -$315K | 2.76% | 9 |
|
|
2022
Q2 | $17M | Buy |
210,881
+11,890
| +6% | +$957K | 2.6% | 10 |
|
|
2022
Q1 | $19.2M | Sell |
198,991
-12,133
| -6% | -$1.17M | 2.59% | 11 |
|
|
2021
Q4 | $23.3M | Buy |
+211,124
| New | +$23.3M | 3.05% | 9 |
|