Sound Financial Strategies Group’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 | $523K | Buy |
4,666
+12
| +0.3% | +$1.34K | 0.44% | 83 |
|
|
2025
Q1 | $465K | Buy |
4,654
+614
| +15% | +$61.4K | 0.42% | 85 |
|
|
2024
Q4 | $391K | Sell |
4,040
-401
| -9% | -$38.8K | 0.33% | 76 |
|
|
2024
Q3 | $478K | Sell |
4,441
-28
| -0.6% | -$3.01K | 0.38% | 73 |
|
|
2024
Q2 | $457K | Buy |
+4,469
| New | +$457K | 0.4% | 70 |
|
|
2023
Q3 | – | Sell |
-23,903
| Closed | -$2.28M | – | 75 |
|
|
2023
Q2 | $2.28M | Sell |
23,903
-27,929
| -54% | -$2.66M | 1.67% | 6 |
|
|
2023
Q1 | $4.86M | Buy |
51,832
+51,816
| +323,850% | +$4.85M | 3.24% | 4 |
|
|
2022
Q4 | $1.34K | Buy |
+16
| New | +$1.34K | ﹤0.01% | 60 |
|
|
2022
Q3 | – | Sell |
-16
| Closed | -$1K | – | 36 |
|
|
2022
Q2 | $1K | Sell |
16
-682
| -98% | -$42.6K | ﹤0.01% | 41 |
|
|
2022
Q1 | $67K | Sell |
698
-25,431
| -97% | -$2.44M | 0.04% | 60 |
|
|
2021
Q4 | $2.88M | Sell |
26,129
-360
| -1% | -$39.7K | 1.44% | 6 |
|
|
2021
Q3 | $2.82M | Sell |
26,489
-6,388
| -19% | -$680K | 1.42% | 8 |
|
|
2021
Q2 | $3.53M | Buy |
+32,877
| New | +$3.53M | 1.76% | 8 |
|