Simplicity Wealth’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 | $14.1M | Buy |
125,864
+59,157
| +89% | +$6.63M | 0.59% | 33 |
|
|
2025
Q1 | $6.67M | Buy |
66,707
+62,835
| +1,623% | +$6.28M | 0.52% | 36 |
|
|
2024
Q4 | $375K | Sell |
3,872
-76,036
| -95% | -$7.36M | 0.08% | 200 |
|
|
2024
Q3 | $8.6M | Sell |
79,908
-9,657
| -11% | -$1.04M | 0.8% | 21 |
|
|
2024
Q2 | $9.16M | Sell |
89,565
-1,391
| -2% | -$142K | 0.21% | 96 |
|
|
2024
Q1 | $9.44M | Buy |
90,956
+5,439
| +6% | +$565K | 0.22% | 88 |
|
|
2023
Q4 | $8.28M | Sell |
85,517
-2,913
| -3% | -$282K | 3.21% | 8 |
|
|
2023
Q3 | $7.63M | Buy |
88,430
+3,082
| +4% | +$266K | 4.47% | 7 |
|
|
2023
Q2 | $8.14M | Sell |
85,348
-1,171
| -1% | -$112K | 5.06% | 4 |
|
|
2023
Q1 | $8.11M | Buy |
86,519
+21,874
| +34% | +$2.05M | 5.39% | 4 |
|
|
2022
Q4 | $5.41M | Buy |
64,645
+60,903
| +1,628% | +$5.1M | 4.78% | 7 |
|
|
2022
Q3 | $272K | Buy |
+3,742
| New | +$272K | 0.37% | 59 |
|
|
2022
Q1 | – | Sell |
-4,722
| Closed | -$521K | – | 69 |
|
|
2021
Q4 | $521K | Buy |
+4,722
| New | +$521K | 0.28% | 48 |
|