The Family Firm’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 |
-2,580
| Closed | -$258K | – | 112 |
|
|
2025
Q1 | $258K | Sell |
2,580
-275
| -10% | -$27.5K | 0.06% | 184 |
|
|
2024
Q4 | $277K | Buy |
2,855
+20
| +0.7% | +$1.94K | 0.06% | 173 |
|
|
2024
Q3 | $305K | Hold |
2,835
| – | – | 0.07% | 164 |
|
|
2024
Q2 | $290K | Buy |
2,835
+24
| +0.9% | +$2.46K | 0.06% | 158 |
|
|
2024
Q1 | $292K | Hold |
2,811
| – | – | 0.07% | 158 |
|
|
2023
Q4 | $272K | Buy |
2,811
+19
| +0.7% | +$1.84K | 0.07% | 155 |
|
|
2023
Q3 | $241K | Buy |
2,792
+325
| +13% | +$28K | 0.07% | 153 |
|
|
2023
Q2 | $235K | Sell |
2,467
-49
| -2% | -$4.68K | 0.06% | 166 |
|
|
2023
Q1 | $236K | Hold |
2,516
| – | – | 0.07% | 159 |
|
|
2022
Q4 | $211K | Buy |
+2,516
| New | +$211K | 0.06% | 177 |
|