Total Wealth Planning’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.53M | Buy |
|
|||||
|
2025
Q2 | $2.41M | Buy |
|
|||||
|
2025
Q1 | $2.06M | Sell |
|
|||||
|
2024
Q4 | $2.07M | Buy |
|
|||||
|
2024
Q3 | $1.46M | Sell |
|
|||||
|
2024
Q2 | $1.59M | Buy |
|
|||||
|
2024
Q1 | $1.54M | Sell |
|
|||||
|
2023
Q4 | $1.54M | Sell |
|
|||||
|
2023
Q3 | $1.4M | Hold |
|
|||||
|
2023
Q2 | $1.55M | Sell |
|
|||||
|
2023
Q1 | $1.52M | Buy |
|
|||||
|
2022
Q4 | $1.34M | Buy |
|
|||||
|
2022
Q3 | $1.02M | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $373K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $417K | Hold |
|
|||||
|
2019
Q3 | $388K | Hold |
|
|||||
|
2019
Q2 | $389K | Hold |
|
|||||
|
2019
Q1 | $373K | Sell |
|
|||||
|
2018
Q4 | $360K | Buy |
|