SVWG
Shared Vision Wealth Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.48M | Sell |
32,366
-1,436
| -4% | -$154K | 1.74% | 15 |
|
|
2025
Q1 | $3.38M | Sell |
33,802
-19,546
| -37% | -$1.95M | 1.85% | 12 |
|
|
2024
Q4 | $5.17M | Buy |
53,348
+4,583
| +9% | +$444K | 2.72% | 9 |
|
|
2024
Q3 | $5.25M | Sell |
48,765
-2,670
| -5% | -$287K | 2.8% | 9 |
|
|
2024
Q2 | $5.26M | Buy |
51,435
+14,352
| +39% | +$1.47M | 3.06% | 8 |
|
|
2024
Q1 | $3.85M | Sell |
37,083
-3,506
| -9% | -$364K | 2.4% | 8 |
|
|
2023
Q4 | $3.93M | Buy |
+40,589
| New | +$3.93M | 2.63% | 8 |
|