SB
Strategic Blueprint’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15M | Sell |
134,043
-8,211
| -6% | -$920K | 0.74% | 31 |
|
|
2025
Q1 | $14.2M | Sell |
142,254
-55,226
| -28% | -$5.52M | 0.78% | 28 |
|
|
2024
Q4 | $19.1M | Buy |
197,480
+19,011
| +11% | +$1.84M | 1.14% | 14 |
|
|
2024
Q3 | $19.2M | Sell |
178,469
-1,581
| -0.9% | -$170K | 1.2% | 15 |
|
|
2024
Q2 | $18.4M | Buy |
180,050
+53,065
| +42% | +$5.43M | 1.25% | 15 |
|
|
2024
Q1 | $13.2M | Sell |
126,985
-3,270
| -3% | -$339K | 0.94% | 18 |
|
|
2023
Q4 | $12.6M | Sell |
130,255
-44,075
| -25% | -$4.27M | 1.04% | 17 |
|
|
2023
Q3 | $15M | Sell |
174,330
-3,518
| -2% | -$304K | 1.39% | 14 |
|
|
2023
Q2 | $17M | Buy |
177,848
+19,926
| +13% | +$1.9M | 1.62% | 10 |
|
|
2023
Q1 | $14.8M | Buy |
157,922
+26,900
| +21% | +$2.52M | 1.52% | 9 |
|
|
2022
Q4 | $11M | Sell |
131,022
-7,139
| -5% | -$598K | 1.27% | 11 |
|
|
2022
Q3 | $10M | Buy |
138,161
+17,162
| +14% | +$1.25M | 1.2% | 11 |
|
|
2022
Q2 | $9.74M | Sell |
120,999
-16,446
| -12% | -$1.32M | 1.2% | 10 |
|
|
2022
Q1 | $13.2M | Sell |
137,445
-12,519
| -8% | -$1.21M | 1.54% | 10 |
|
|
2021
Q4 | $16.5M | Buy |
149,964
+17,771
| +13% | +$1.96M | 2.09% | 6 |
|
|
2021
Q3 | $14.1M | Buy |
132,193
+15,147
| +13% | +$1.61M | 2.19% | 6 |
|
|
2021
Q2 | $12.6M | Buy |
117,046
+5,468
| +5% | +$587K | 1.97% | 8 |
|
|
2021
Q1 | $11.2M | Buy |
111,578
+14,570
| +15% | +$1.46M | 2.38% | 6 |
|
|
2020
Q4 | $9.79M | Buy |
97,008
+26,619
| +38% | +$2.69M | 2.46% | 6 |
|
|
2020
Q3 | $6.33M | Buy |
70,389
+23,569
| +50% | +$2.12M | 1.96% | 9 |
|
|
2020
Q2 | $3.89M | Buy |
+46,820
| New | +$3.89M | 1.37% | 17 |
|