Tempus Wealth Planning’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 | $1.15M | Sell |
10,284
-104
| -1% | -$11.6K | 0.29% | 96 |
|
|
2025
Q1 | $1.04M | Sell |
10,388
-2,097
| -17% | -$210K | 0.31% | 96 |
|
|
2024
Q4 | $1.21M | Buy |
12,485
+1,140
| +10% | +$110K | 0.37% | 78 |
|
|
2024
Q3 | $1.22M | Buy |
11,345
+1,633
| +17% | +$176K | 0.45% | 61 |
|
|
2024
Q2 | $993K | Sell |
9,712
-731
| -7% | -$74.8K | 0.42% | 66 |
|
|
2024
Q1 | $1.08M | Sell |
10,443
-168
| -2% | -$17.4K | 0.48% | 55 |
|
|
2023
Q4 | $1.03M | Buy |
10,611
+1,880
| +22% | +$182K | 0.45% | 64 |
|
|
2023
Q3 | $753K | Sell |
8,731
-149
| -2% | -$12.9K | 0.38% | 66 |
|
|
2023
Q2 | $847K | Buy |
8,880
+704
| +9% | +$67.2K | 0.38% | 78 |
|
|
2023
Q1 | $766K | Buy |
8,176
+435
| +6% | +$40.8K | 0.37% | 70 |
|
|
2022
Q4 | $648K | Buy |
7,741
+84
| +1% | +$7.04K | 0.39% | 79 |
|
|
2022
Q3 | $556K | Buy |
+7,657
| New | +$556K | 0.37% | 74 |
|