Stone House Investment 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 | $13.7M | Buy |
122,454
+3,375
| +3% | +$378K | 2.52% | 12 |
|
|
2025
Q1 | $11.9M | Sell |
119,079
-54,138
| -31% | -$5.41M | 2.41% | 11 |
|
|
2024
Q4 | $16.8M | Sell |
173,217
-21,285
| -11% | -$2.06M | 4.26% | 9 |
|
|
2024
Q3 | $20.9M | Sell |
194,502
-9,274
| -5% | -$998K | 4.32% | 9 |
|
|
2024
Q2 | $20.8M | Buy |
203,776
+80,379
| +65% | +$8.22M | 5.42% | 7 |
|
|
2024
Q1 | $12.8M | Buy |
123,397
+40,718
| +49% | +$4.23M | 3.01% | 10 |
|
|
2023
Q4 | $8.01M | Sell |
82,679
-52,405
| -39% | -$5.08M | 2.76% | 9 |
|
|
2023
Q3 | $11.7M | Sell |
135,084
-32,656
| -19% | -$2.82M | 4.06% | 10 |
|
|
2023
Q2 | $16M | Buy |
167,740
+6,593
| +4% | +$629K | 5.8% | 5 |
|
|
2023
Q1 | $15.1M | Buy |
161,147
+52,253
| +48% | +$4.9M | 5.1% | 6 |
|
|
2022
Q4 | $9.12M | Sell |
108,894
-6,033
| -5% | -$505K | 3.25% | 10 |
|
|
2022
Q3 | $8.34M | Buy |
114,927
+29,453
| +34% | +$2.14M | 3.87% | 8 |
|
|
2022
Q2 | $6.88M | Buy |
85,474
+524
| +0.6% | +$42.2K | 3.11% | 9 |
|
|
2022
Q1 | $8.18M | Sell |
84,950
-55,040
| -39% | -$5.3M | 2.79% | 9 |
|
|
2021
Q4 | $15.4M | Buy |
139,990
+44,652
| +47% | +$4.92M | 5.28% | 8 |
|
|
2021
Q3 | $10.2M | Hold |
95,338
| – | – | 3.99% | 9 |
|
|
2021
Q2 | $10.2M | Sell |
95,338
-27,661
| -22% | -$2.97M | 3.99% | 9 |
|
|
2021
Q1 | $12.4M | Hold |
122,999
| – | – | 6.25% | 4 |
|
|
2020
Q4 | $12.4M | Sell |
122,999
-10,530
| -8% | -$1.06M | 6.25% | 4 |
|
|
2020
Q3 | $12M | Sell |
133,529
-3,617
| -3% | -$325K | 4.85% | 7 |
|
|
2020
Q2 | $11.4M | Buy |
+137,146
| New | +$11.4M | 5.72% | 6 |
|