Semus Wealth Partners’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 | $479K | Sell |
4,279
-295
| -6% | -$33K | 0.31% | 59 |
|
|
2025
Q1 | $457K | Sell |
4,574
-3,414
| -43% | -$341K | 0.32% | 58 |
|
|
2024
Q4 | $773K | Buy |
7,988
+1,829
| +30% | +$177K | 0.51% | 42 |
|
|
2024
Q3 | $663K | Buy |
6,159
+971
| +19% | +$105K | 0.46% | 45 |
|
|
2024
Q2 | $531K | Buy |
5,188
+1,998
| +63% | +$204K | 0.41% | 46 |
|
|
2024
Q1 | $331K | Sell |
3,190
-55
| -2% | -$5.71K | 0.28% | 81 |
|
|
2023
Q4 | $314K | Sell |
3,245
-1,350
| -29% | -$131K | 0.26% | 84 |
|
|
2023
Q3 | $397K | Sell |
4,595
-1,015
| -18% | -$87.6K | 0.37% | 63 |
|
|
2023
Q2 | $535K | Buy |
5,610
+864
| +18% | +$82.4K | 0.49% | 48 |
|
|
2023
Q1 | $445K | Buy |
4,746
+1,528
| +47% | +$143K | 0.48% | 50 |
|
|
2022
Q4 | $270K | Buy |
+3,218
| New | +$270K | 0.33% | 77 |
|