Strategic Financial Concepts’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
Sell
-11,245
Closed -$1.12M 307
2025
Q1
$1.12M Sell
11,245
-8,741
-44% -$874K 0.21% 107
2024
Q4
$1.94M Buy
19,986
+15,315
+328% +$1.48M 0.37% 66
2024
Q3
$503K Sell
4,671
-473,593
-99% -$51M 0.16% 117
2024
Q2
$1.57M Buy
478,264
+454,841
+1,942% +$1.49M 0.92% 35
2024
Q1
$2.43M Buy
23,423
+5,243
+29% +$544K 0.59% 48
2023
Q4
$1.76M Sell
18,180
-5,021
-22% -$486K 1.04% 30
2023
Q3
$2M Buy
23,201
+2,798
+14% +$241K 0.68% 41
2023
Q2
$1.95M Buy
20,403
+1,244
+6% +$119K 0.72% 38
2023
Q1
$1.79M Buy
+19,159
New +$1.79M 0.72% 37