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 |
|