Stone Summit 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 | $1.43M | Buy |
12,777
+2,335
| +22% | +$262K | 0.44% | 62 |
|
|
2025
Q1 | $1.04M | Buy |
10,442
+554
| +6% | +$55.4K | 0.35% | 70 |
|
|
2024
Q4 | $957K | Buy |
9,888
+196
| +2% | +$19K | 0.32% | 73 |
|
|
2024
Q3 | $1.04M | Buy |
9,692
+1,169
| +14% | +$126K | 0.34% | 74 |
|
|
2024
Q2 | $872K | Buy |
8,523
+1,170
| +16% | +$120K | 0.31% | 72 |
|
|
2024
Q1 | $763K | Buy |
7,353
+838
| +13% | +$87K | 0.27% | 79 |
|
|
2023
Q4 | $631K | Buy |
6,515
+391
| +6% | +$37.9K | 0.24% | 89 |
|
|
2023
Q3 | $529K | Buy |
6,124
+382
| +7% | +$33K | 0.23% | 94 |
|
|
2023
Q2 | $548K | Buy |
5,742
+161
| +3% | +$15.4K | 0.23% | 89 |
|
|
2023
Q1 | $523K | Buy |
5,581
+261
| +5% | +$24.5K | 0.23% | 87 |
|
|
2022
Q4 | $446K | Buy |
5,320
+179
| +3% | +$15K | 0.22% | 89 |
|
|
2022
Q3 | $373K | Buy |
5,141
+1,585
| +45% | +$115K | 0.23% | 90 |
|
|
2022
Q2 | $286K | Sell |
3,556
-219
| -6% | -$17.6K | 0.17% | 112 |
|
|
2022
Q1 | $366K | Buy |
3,775
+820
| +28% | +$79.5K | 0.21% | 104 |
|
|
2021
Q4 | $327K | Buy |
+2,955
| New | +$327K | 0.27% | 93 |
|