TWM
Tradition Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.12M | Sell |
27,821
-25
| -0.1% | -$2.8K | 0.25% | 86 |
|
|
2025
Q1 | $2.78M | Sell |
27,846
-22,013
| -44% | -$2.2M | 0.25% | 86 |
|
|
2024
Q4 | $4.83M | Buy |
49,859
+2,986
| +6% | +$289K | 0.43% | 57 |
|
|
2024
Q3 | $5.05M | Sell |
46,873
-275
| -0.6% | -$29.6K | 0.45% | 56 |
|
|
2024
Q2 | $4.82M | Buy |
47,148
+18,715
| +66% | +$1.91M | 0.47% | 53 |
|
|
2024
Q1 | $2.95M | Buy |
28,433
+642
| +2% | +$66.6K | 0.3% | 72 |
|
|
2023
Q4 | $2.69M | Sell |
27,791
-12,863
| -32% | -$1.25M | 0.28% | 66 |
|
|
2023
Q3 | $3.51M | Sell |
40,654
-10,471
| -20% | -$904K | 0.42% | 55 |
|
|
2023
Q2 | $4.88M | Buy |
51,125
+1,098
| +2% | +$105K | 0.57% | 48 |
|
|
2023
Q1 | $4.69M | Buy |
50,027
+31,849
| +175% | +$2.98M | 0.58% | 43 |
|
|
2022
Q4 | $1.52M | Sell |
18,178
-22,303
| -55% | -$1.87M | 0.22% | 83 |
|
|
2022
Q3 | $2.94M | Buy |
40,481
+13,080
| +48% | +$949K | 0.44% | 57 |
|
|
2022
Q2 | $2.21M | Buy |
27,401
+413
| +2% | +$33.3K | 0.32% | 74 |
|
|
2022
Q1 | $2.6M | Sell |
26,988
-20,802
| -44% | -$2M | 0.33% | 73 |
|
|
2021
Q4 | $5.27M | Buy |
47,790
+4,809
| +11% | +$530K | 0.66% | 43 |
|
|
2021
Q3 | $4.58M | Buy |
42,981
+11,336
| +36% | +$1.21M | 0.65% | 47 |
|
|
2021
Q2 | $3.4M | Buy |
31,645
+286
| +0.9% | +$30.7K | 0.51% | 53 |
|
|
2021
Q1 | $3.15M | Sell |
31,359
-3,428
| -10% | -$344K | 0.55% | 60 |
|
|
2020
Q4 | $3.51M | Buy |
+34,787
| New | +$3.51M | 0.68% | 42 |
|