Sterling Financial Planning’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 | $4.68M | Sell |
41,762
-172
| -0.4% | -$19.3K | 1.56% | 18 |
|
|
2025
Q1 | $4.19M | Sell |
41,934
-1,037
| -2% | -$104K | 1.52% | 19 |
|
|
2024
Q4 | $4.16M | Buy |
42,971
+1,220
| +3% | +$118K | 1.53% | 20 |
|
|
2024
Q3 | $4.49M | Buy |
41,751
+1,392
| +3% | +$150K | 1.66% | 17 |
|
|
2024
Q2 | $4.13M | Buy |
40,359
+1,881
| +5% | +$192K | 1.68% | 17 |
|
|
2024
Q1 | $3.99M | Sell |
38,478
-297
| -0.8% | -$30.8K | 1.62% | 17 |
|
|
2023
Q4 | $3.76M | Buy |
38,775
+1,392
| +4% | +$135K | 1.63% | 17 |
|
|
2023
Q3 | $3.23M | Buy |
37,383
+1,152
| +3% | +$99.4K | 1.65% | 17 |
|
|
2023
Q2 | $3.46M | Buy |
36,231
+1,061
| +3% | +$101K | 1.71% | 15 |
|
|
2023
Q1 | $3.29M | Buy |
35,170
+1,755
| +5% | +$164K | 1.79% | 16 |
|
|
2022
Q4 | $2.8M | Buy |
33,415
+929
| +3% | +$77.8K | 1.67% | 19 |
|
|
2022
Q3 | $2.36M | Buy |
32,486
+4,035
| +14% | +$293K | 1.65% | 17 |
|
|
2022
Q2 | $2.29M | Buy |
28,451
+4,490
| +19% | +$361K | 1.61% | 18 |
|
|
2022
Q1 | $2.31M | Buy |
23,961
+2,799
| +13% | +$269K | 1.45% | 21 |
|
|
2021
Q4 | $2.33M | Buy |
21,162
+3,467
| +20% | +$382K | 1.46% | 20 |
|
|
2021
Q3 | $1.88M | Buy |
17,695
+808
| +5% | +$86K | 1.2% | 21 |
|
|
2021
Q2 | $1.81M | Buy |
16,887
+3,450
| +26% | +$370K | 1.18% | 21 |
|
|
2021
Q1 | $1.35M | Buy |
13,437
+3,598
| +37% | +$361K | 0.96% | 24 |
|
|
2020
Q4 | $993K | Buy |
+9,839
| New | +$993K | 0.8% | 27 |
|