SteelPeak 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 | $14M | Sell |
124,761
-969
| -0.8% | -$109K | 0.54% | 43 |
|
|
2025
Q1 | $12.6M | Sell |
125,730
-82,578
| -40% | -$8.26M | 0.52% | 39 |
|
|
2024
Q4 | $20.2M | Buy |
208,308
+16,153
| +8% | +$1.56M | 0.82% | 24 |
|
|
2024
Q3 | $20.7M | Sell |
192,155
-10,653
| -5% | -$1.15M | 0.9% | 27 |
|
|
2024
Q2 | $20.7M | Buy |
202,808
+86,928
| +75% | +$8.89M | 0.96% | 24 |
|
|
2024
Q1 | $12M | Buy |
115,880
+7,888
| +7% | +$819K | 0.61% | 41 |
|
|
2023
Q4 | $10.5M | Sell |
107,992
-57,631
| -35% | -$5.58M | 0.61% | 37 |
|
|
2023
Q3 | $14.3M | Sell |
165,623
-40,892
| -20% | -$3.53M | 0.9% | 25 |
|
|
2023
Q2 | $19.7M | Buy |
206,515
+320
| +0.2% | +$30.5K | 1.17% | 20 |
|
|
2023
Q1 | $19.3M | Buy |
206,195
+69,884
| +51% | +$6.55M | 1.31% | 14 |
|
|
2022
Q4 | $11.4M | Sell |
136,311
-18,169
| -12% | -$1.52M | 0.84% | 29 |
|
|
2022
Q3 | $11.2M | Buy |
154,480
+50,195
| +48% | +$3.64M | 0.83% | 32 |
|
|
2022
Q2 | $8.39M | Buy |
104,285
+1,639
| +2% | +$132K | 0.6% | 46 |
|
|
2022
Q1 | $9.88M | Sell |
102,646
-71,097
| -41% | -$6.84M | 0.56% | 41 |
|
|
2021
Q4 | $19.2M | Buy |
173,743
+15,926
| +10% | +$1.76M | 1.08% | 20 |
|
|
2021
Q3 | $16.8M | Buy |
157,817
+47,524
| +43% | +$5.06M | 1.11% | 20 |
|
|
2021
Q2 | $11.8M | Sell |
110,293
-35,486
| -24% | -$3.81M | 0.83% | 30 |
|
|
2021
Q1 | $14.6M | Buy |
145,779
+12,274
| +9% | +$1.23M | 1.15% | 18 |
|
|
2020
Q4 | $13.5M | Sell |
133,505
-18,736
| -12% | -$1.89M | 1.22% | 18 |
|
|
2020
Q3 | $13.7M | Sell |
152,241
-4,255
| -3% | -$382K | 1.47% | 14 |
|
|
2020
Q2 | $13M | Buy |
+156,496
| New | +$13M | 1.64% | 13 |
|