ShoreHaven 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 | $3.48M | Buy |
31,092
+596
| +2% | +$66.8K | 1.43% | 21 |
|
|
2025
Q1 | $3.05M | Sell |
30,496
-5,226
| -15% | -$523K | 1.46% | 22 |
|
|
2024
Q4 | $3.46M | Buy |
35,722
+1,079
| +3% | +$104K | 1.63% | 16 |
|
|
2024
Q3 | $3.73M | Sell |
34,643
-281
| -0.8% | -$30.3K | 1.8% | 14 |
|
|
2024
Q2 | $3.57M | Sell |
34,924
-2,351
| -6% | -$241K | 1.88% | 14 |
|
|
2024
Q1 | $3.87M | Sell |
37,275
-823
| -2% | -$85.4K | 2.13% | 15 |
|
|
2023
Q4 | $3.69M | Sell |
38,098
-3,349
| -8% | -$324K | 2.25% | 16 |
|
|
2023
Q3 | $3.58M | Buy |
41,447
+728
| +2% | +$62.8K | 2.46% | 12 |
|
|
2023
Q2 | $3.88M | Buy |
40,719
+2,393
| +6% | +$228K | 2.6% | 12 |
|
|
2023
Q1 | $3.59M | Buy |
38,326
+1,063
| +3% | +$99.6K | 2.52% | 13 |
|
|
2022
Q4 | $3.12M | Sell |
37,263
-3,521
| -9% | -$295K | 2.2% | 12 |
|
|
2022
Q3 | $2.96M | Sell |
40,784
-44,682
| -52% | -$3.24M | 2.26% | 12 |
|
|
2022
Q2 | $6.88M | Buy |
+85,466
| New | +$6.88M | 4.94% | 4 |
|