Ruedi Wealth Management’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 | – | Sell |
-286
| Closed | -$28.6K | – | 136 |
|
|
2025
Q1 | $28.6K | Hold |
286
| – | – | 0.01% | 111 |
|
|
2024
Q4 | $27.7K | Hold |
286
| – | – | 0.01% | 111 |
|
|
2024
Q3 | $30.8K | Hold |
286
| – | – | 0.01% | 108 |
|
|
2024
Q2 | $29.3K | Hold |
286
| – | – | 0.01% | 111 |
|
|
2024
Q1 | $29.7K | Hold |
286
| – | – | 0.01% | 107 |
|
|
2023
Q4 | $27.7K | Buy |
+286
| New | +$27.7K | 0.01% | 101 |
|
|
2023
Q2 | – | Sell |
-312
| Closed | -$29.2K | – | 235 |
|
|
2023
Q1 | $29.2K | Buy |
+312
| New | +$29.2K | 0.02% | 109 |
|