Syntegra Private Wealth Group’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 | $333K | Buy |
2,973
+56
| +2% | +$6.27K | 0.03% | 142 |
|
|
2025
Q1 | $292K | Sell |
2,917
-1,843
| -39% | -$184K | 0.03% | 132 |
|
|
2024
Q4 | $461K | Buy |
4,760
+475
| +11% | +$46K | 0.05% | 87 |
|
|
2024
Q3 | $461K | Sell |
4,285
-343
| -7% | -$36.9K | 0.05% | 85 |
|
|
2024
Q2 | $473K | Buy |
4,628
+1,085
| +31% | +$111K | 0.06% | 76 |
|
|
2024
Q1 | $368K | Sell |
3,543
-187
| -5% | -$19.4K | 0.05% | 95 |
|
|
2023
Q4 | $361K | Sell |
3,730
-1,724
| -32% | -$167K | 0.05% | 88 |
|
|
2023
Q3 | $471K | Sell |
5,454
-951
| -15% | -$82.1K | 0.07% | 65 |
|
|
2023
Q2 | $611K | Buy |
6,405
+44
| +0.7% | +$4.2K | 0.09% | 61 |
|
|
2023
Q1 | $596K | Buy |
6,361
+2,170
| +52% | +$203K | 0.11% | 53 |
|
|
2022
Q4 | $351K | Buy |
+4,191
| New | +$351K | 0.07% | 77 |
|