TSA Wealth Management’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 | $7.68M | Sell |
68,548
-2,643
| -4% | -$296K | 2.8% | 13 |
|
|
2025
Q1 | $7.12M | Sell |
71,191
-49,973
| -41% | -$5M | 2.83% | 12 |
|
|
2024
Q4 | $11.7M | Buy |
121,164
+21,292
| +21% | +$2.06M | 4.77% | 8 |
|
|
2024
Q3 | $10.8M | Sell |
99,872
-15,611
| -14% | -$1.68M | 4.33% | 9 |
|
|
2024
Q2 | $11.8M | Buy |
115,483
+39,982
| +53% | +$4.09M | 5.03% | 8 |
|
|
2024
Q1 | $7.84M | Sell |
75,501
-4,103
| -5% | -$426K | 3.41% | 12 |
|
|
2023
Q4 | $7.71M | Buy |
+79,604
| New | +$7.71M | 3.59% | 9 |
|