Sterling Financial Planning’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.64M | Sell |
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|
2025
Q2 | $4.68M | Sell |
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|
2025
Q1 | $4.19M | Sell |
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|
2024
Q4 | $4.16M | Buy |
|
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|
2024
Q3 | $4.49M | Buy |
|
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|
2024
Q2 | $4.13M | Buy |
|
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|
2024
Q1 | $3.99M | Sell |
|
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|
2023
Q4 | $3.76M | Buy |
|
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|
2023
Q3 | $3.23M | Buy |
|
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|
2023
Q2 | $3.46M | Buy |
|
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|
2023
Q1 | $3.29M | Buy |
|
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|
2022
Q4 | $2.8M | Buy |
|
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|
2022
Q3 | $2.36M | Buy |
|
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|
2022
Q2 | $2.29M | Buy |
|
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|
2022
Q1 | $2.31M | Buy |
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|
2021
Q4 | $2.33M | Buy |
|
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|
2021
Q3 | $1.88M | Buy |
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|
2021
Q2 | $1.81M | Buy |
|
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|
2021
Q1 | $1.35M | Buy |
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|
2020
Q4 | $993K | Buy |
|