U.S. Capital 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 | $6.37M | Buy |
56,912
+12,280
| +28% | +$1.38M | 0.19% | 136 |
|
|
2025
Q1 | $4.46M | Buy |
44,632
+462
| +1% | +$46.2K | 0.14% | 166 |
|
|
2024
Q4 | $4.28M | Buy |
44,170
+6,891
| +18% | +$667K | 0.13% | 170 |
|
|
2024
Q3 | $4.01M | Buy |
37,279
+3,953
| +12% | +$426K | 0.14% | 152 |
|
|
2024
Q2 | $3.41M | Buy |
33,326
+17,195
| +107% | +$1.76M | 0.13% | 157 |
|
|
2024
Q1 | $1.67M | Buy |
16,131
+1,318
| +9% | +$137K | 0.06% | 263 |
|
|
2023
Q4 | $1.43M | Buy |
14,813
+349
| +2% | +$33.8K | 0.06% | 276 |
|
|
2023
Q3 | $1.25M | Buy |
14,464
+4,634
| +47% | +$400K | 0.06% | 278 |
|
|
2023
Q2 | $938K | Sell |
9,830
-4,923
| -33% | -$470K | 0.04% | 338 |
|
|
2023
Q1 | $1.38M | Buy |
14,753
+7,236
| +96% | +$678K | 0.06% | 258 |
|
|
2022
Q4 | $630K | Buy |
7,517
+2,431
| +48% | +$204K | 0.03% | 411 |
|
|
2022
Q3 | $369K | Buy |
5,086
+1,525
| +43% | +$111K | 0.02% | 495 |
|
|
2022
Q2 | $287K | Buy |
3,561
+1,307
| +58% | +$105K | 0.01% | 558 |
|
|
2022
Q1 | $217K | Buy |
2,254
+240
| +12% | +$23.1K | 0.01% | 657 |
|
|
2021
Q4 | $222K | Buy |
+2,014
| New | +$222K | 0.01% | 665 |
|