TCWA
Turtle Creek Wealth Advisors’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 | $2.02M | Buy |
18,033
+17
| +0.1% | +$1.9K | 0.24% | 83 |
|
|
2025
Q1 | $1.8M | Hold |
18,016
| – | – | 0.27% | 82 |
|
|
2024
Q4 | $1.74M | Hold |
18,016
| – | – | 0.4% | 51 |
|
|
2024
Q3 | $1.94M | Sell |
18,016
-5
| -0% | -$538 | 0.39% | 59 |
|
|
2024
Q2 | $1.84M | Buy |
18,021
+5
| +0% | +$511 | 0.43% | 55 |
|
|
2024
Q1 | $1.87M | Hold |
18,016
| – | – | 0.46% | 61 |
|
|
2023
Q4 | $1.74M | Buy |
+18,016
| New | +$1.74M | 0.51% | 58 |
|