Spire Wealth Management’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 | $1.89M | Sell |
16,844
-2,616
| -13% | -$293K | 0.07% | 245 |
|
|
2025
Q1 | $1.95M | Sell |
19,460
-1,603
| -8% | -$160K | 0.06% | 271 |
|
|
2024
Q4 | $2.04M | Buy |
21,063
+1,562
| +8% | +$151K | 0.06% | 241 |
|
|
2024
Q3 | $2.1M | Sell |
19,501
-579
| -3% | -$62.3K | 0.07% | 223 |
|
|
2024
Q2 | $2.05M | Sell |
20,080
-24,925
| -55% | -$2.55M | 0.07% | 226 |
|
|
2024
Q1 | $4.67M | Buy |
45,005
+1,287
| +3% | +$134K | 0.08% | 170 |
|
|
2023
Q4 | $4.16M | Sell |
43,718
-15,249
| -26% | -$1.45M | 0.14% | 165 |
|
|
2023
Q3 | $5.09M | Sell |
58,967
-5,890
| -9% | -$508K | 0.19% | 100 |
|
|
2023
Q2 | $6.19M | Buy |
64,857
+4,545
| +8% | +$434K | 0.23% | 91 |
|
|
2023
Q1 | $5.65M | Buy |
60,312
+31,173
| +107% | +$2.92M | 0.22% | 104 |
|
|
2022
Q4 | $2.44M | Sell |
29,139
-359
| -1% | -$30.1K | 0.14% | 137 |
|
|
2022
Q3 | $2.14M | Sell |
29,498
-15,488
| -34% | -$1.12M | 0.13% | 132 |
|
|
2022
Q2 | $3.62M | Sell |
44,986
-18,569
| -29% | -$1.49M | 0.15% | 142 |
|
|
2022
Q1 | $6.15M | Sell |
63,555
-10,490
| -14% | -$1.02M | 0.16% | 137 |
|
|
2021
Q4 | $8.17M | Buy |
74,045
+2,854
| +4% | +$315K | 0.18% | 134 |
|
|
2021
Q3 | $7.58M | Buy |
71,191
+17,082
| +32% | +$1.82M | 0.2% | 125 |
|
|
2021
Q2 | $5.81M | Sell |
54,109
-6,375
| -11% | -$684K | 0.16% | 155 |
|
|
2021
Q1 | $6.13M | Buy |
+60,484
| New | +$6.13M | 0.16% | 141 |
|