Stokes Family Office’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 | $374K | Buy |
+3,339
| New | +$374K | 0.04% | 184 |
|
|
2023
Q4 | – | Sell |
-19,202
| Closed | -$1.66M | – | 251 |
|
|
2023
Q3 | $1.66M | Buy |
19,202
+587
| +3% | +$50.7K | 0.19% | 96 |
|
|
2023
Q2 | $1.78M | Buy |
18,615
+4,687
| +34% | +$447K | 0.21% | 86 |
|
|
2023
Q1 | $1.3M | Buy |
13,928
+4,144
| +42% | +$388K | 0.16% | 105 |
|
|
2022
Q4 | $820K | Buy |
9,784
+1,247
| +15% | +$104K | 0.11% | 124 |
|
|
2022
Q3 | $619K | Sell |
8,537
-6,710
| -44% | -$487K | 0.09% | 140 |
|
|
2022
Q2 | $1.23M | Buy |
15,247
+4,070
| +36% | +$328K | 0.17% | 97 |
|
|
2022
Q1 | $1.08M | Buy |
11,177
+2,518
| +29% | +$242K | 0.14% | 96 |
|
|
2021
Q4 | $955K | Buy |
8,659
+2,223
| +35% | +$245K | 0.12% | 108 |
|
|
2021
Q3 | $685K | Buy |
6,436
+3,356
| +109% | +$357K | 0.1% | 119 |
|
|
2021
Q2 | $330K | Buy |
+3,080
| New | +$330K | 0.05% | 172 |
|