TrueWealth Advisors’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
Q1 | – | Sell |
-4,840
| Closed | -$469K | – | 215 |
|
|
2024
Q4 | $469K | Buy |
4,840
+938
| +24% | +$90.8K | 0.16% | 123 |
|
|
2024
Q3 | $420K | Sell |
3,902
-1,017
| -21% | -$109K | 0.14% | 126 |
|
|
2024
Q2 | $503K | Buy |
4,919
+1,283
| +35% | +$131K | 0.19% | 97 |
|
|
2024
Q1 | $377K | Sell |
3,636
-603
| -14% | -$62.6K | 0.15% | 110 |
|
|
2023
Q4 | $411K | Sell |
4,239
-217
| -5% | -$21K | 0.16% | 104 |
|
|
2023
Q3 | $385K | Sell |
4,456
-999
| -18% | -$86.2K | 0.16% | 101 |
|
|
2023
Q2 | $520K | Buy |
5,455
+340
| +7% | +$32.4K | 0.21% | 77 |
|
|
2023
Q1 | $479K | Buy |
5,115
+1,536
| +43% | +$144K | 0.2% | 84 |
|
|
2022
Q4 | $300K | Sell |
3,579
-642
| -15% | -$53.8K | 0.13% | 134 |
|
|
2022
Q3 | $306K | Buy |
4,221
+1,289
| +44% | +$93.4K | 0.15% | 113 |
|
|
2022
Q2 | $236K | Sell |
2,932
-2,935
| -50% | -$236K | 0.11% | 145 |
|
|
2022
Q1 | $647K | Hold |
5,867
| – | – | 0.29% | 74 |
|
|
2021
Q4 | $647K | Buy |
5,867
+493
| +9% | +$54.4K | 0.29% | 74 |
|
|
2021
Q3 | $572K | Buy |
5,374
+1,566
| +41% | +$167K | 0.32% | 66 |
|
|
2021
Q2 | $409K | Buy |
3,808
+776
| +26% | +$83.3K | 0.24% | 77 |
|
|
2021
Q1 | $316K | Buy |
+3,032
| New | +$316K | 0.21% | 90 |
|