Seneca 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 | $8.84M | Buy |
78,966
+66,339
| +525% | +$7.43M | 3.41% | 13 |
|
|
2025
Q1 | $1.26M | Hold |
12,627
| – | – | 0.61% | 29 |
|
|
2024
Q4 | $1.22M | Sell |
12,627
-2,053
| -14% | -$199K | 0.61% | 31 |
|
|
2024
Q3 | $1.58M | Hold |
14,680
| – | – | 0.77% | 23 |
|
|
2024
Q2 | $1.5M | Buy |
14,680
+93
| +0.6% | +$9.51K | 0.78% | 25 |
|
|
2024
Q1 | $1.51M | Hold |
14,587
| – | – | 0.81% | 25 |
|
|
2023
Q4 | $1.41M | Buy |
14,587
+3,704
| +34% | +$359K | 0.82% | 25 |
|
|
2023
Q3 | $939K | Hold |
10,883
| – | – | 0.64% | 27 |
|
|
2023
Q2 | $1.04M | Buy |
10,883
+2,709
| +33% | +$258K | 0.69% | 26 |
|
|
2023
Q1 | $766K | Sell |
8,174
-2,919
| -26% | -$273K | 0.49% | 31 |
|
|
2022
Q4 | $929K | Sell |
11,093
-2,868
| -21% | -$240K | 0.59% | 24 |
|
|
2022
Q3 | $1.01M | Sell |
13,961
-2,661
| -16% | -$193K | 0.72% | 22 |
|
|
2022
Q2 | $1.34M | Sell |
16,622
-2,099
| -11% | -$169K | 0.9% | 19 |
|
|
2022
Q1 | $1.8M | Sell |
18,721
-611
| -3% | -$58.8K | 1.09% | 17 |
|
|
2021
Q4 | $2.13M | Buy |
19,332
+2,181
| +13% | +$241K | 1.26% | 16 |
|
|
2021
Q3 | $1.83M | Sell |
17,151
-3,399
| -17% | -$362K | 1.21% | 16 |
|
|
2021
Q2 | $2.2M | Buy |
20,550
+591
| +3% | +$63.4K | 1.44% | 14 |
|
|
2021
Q1 | $2.01M | Buy |
19,959
+254
| +1% | +$25.5K | 1.41% | 14 |
|
|
2020
Q4 | $1.99M | Buy |
+19,705
| New | +$1.99M | 1.51% | 14 |
|