Total 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 | $2.41M | Buy |
21,530
+914
| +4% | +$102K | 0.3% | 44 |
|
|
2025
Q1 | $2.06M | Sell |
20,616
-763
| -4% | -$76.3K | 0.32% | 38 |
|
|
2024
Q4 | $2.07M | Buy |
21,379
+7,857
| +58% | +$761K | 0.32% | 38 |
|
|
2024
Q3 | $1.46M | Sell |
13,522
-1,485
| -10% | -$160K | 0.23% | 44 |
|
|
2024
Q2 | $1.59M | Buy |
15,007
+125
| +0.8% | +$13.2K | 0.26% | 44 |
|
|
2024
Q1 | $1.54M | Sell |
14,882
-1,000
| -6% | -$104K | 0.27% | 43 |
|
|
2023
Q4 | $1.54M | Sell |
15,882
-335
| -2% | -$32.4K | 0.28% | 43 |
|
|
2023
Q3 | $1.4M | Hold |
16,217
| – | – | 0.29% | 47 |
|
|
2023
Q2 | $1.55M | Sell |
16,217
-58
| -0.4% | -$5.53K | 0.32% | 44 |
|
|
2023
Q1 | $1.52M | Buy |
16,275
+221
| +1% | +$20.7K | 0.34% | 44 |
|
|
2022
Q4 | $1.34M | Buy |
16,054
+1,958
| +14% | +$164K | 0.33% | 46 |
|
|
2022
Q3 | $1.02M | Buy |
+14,096
| New | +$1.02M | 0.29% | 40 |
|
|
2022
Q1 | – | Sell |
-4,818
| Closed | -$373K | – | 84 |
|
|
2021
Q4 | $373K | Buy |
+4,818
| New | +$373K | 0.23% | 28 |
|
|
2020
Q1 | – | Sell |
-4,818
| Closed | -$417K | – | 34 |
|
|
2019
Q4 | $417K | Hold |
4,818
| – | – | 0.22% | 29 |
|
|
2019
Q3 | $388K | Hold |
4,818
| – | – | 0.22% | 29 |
|
|
2019
Q2 | $389K | Hold |
4,818
| – | – | 0.23% | 28 |
|
|
2019
Q1 | $373K | Sell |
4,818
-400
| -8% | -$31K | 0.23% | 28 |
|
|
2018
Q4 | $360K | Buy |
+5,218
| New | +$360K | 0.25% | 28 |
|