Twin Peaks Wealth 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
Q2 | $2.96M | Buy |
26,665
+2,182
| +9% | +$242K | 0.96% | 27 |
|
|
2025
Q1 | $2.43M | Sell |
24,483
-16,923
| -41% | -$1.68M | 1.11% | 24 |
|
|
2024
Q4 | $4.01M | Buy |
41,406
+10,354
| +33% | +$1M | 1.69% | 21 |
|
|
2024
Q3 | $3.34M | Buy |
31,052
+3,753
| +14% | +$404K | 1.54% | 22 |
|
|
2024
Q2 | $2.79M | Buy |
27,299
+11,986
| +78% | +$1.23M | 1.39% | 21 |
|
|
2024
Q1 | $1.59M | Buy |
15,313
+4,000
| +35% | +$415K | 0.88% | 29 |
|
|
2023
Q4 | $1.1M | Buy |
+11,313
| New | +$1.1M | 0.7% | 32 |
|