Vance Wealth’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 | $2.51M | Sell |
22,436
-1,408
| -6% | -$158K | 0.85% | 28 |
|
|
2025
Q1 | $2.38M | Sell |
23,844
-1,535
| -6% | -$153K | 0.9% | 26 |
|
|
2024
Q4 | $2.46M | Sell |
25,379
-1,047
| -4% | -$101K | 0.95% | 26 |
|
|
2024
Q3 | $2.84M | Sell |
26,426
-1,665
| -6% | -$179K | 1.08% | 20 |
|
|
2024
Q2 | $2.87M | Sell |
28,091
-5,458
| -16% | -$558K | 1.18% | 20 |
|
|
2024
Q1 | $3.48M | Buy |
33,549
+524
| +2% | +$54.4K | 1.39% | 18 |
|
|
2023
Q4 | $3.2M | Buy |
33,025
+502
| +2% | +$48.6K | 1.39% | 18 |
|
|
2023
Q3 | $2.81M | Buy |
32,523
+693
| +2% | +$59.8K | 1.31% | 20 |
|
|
2023
Q2 | $3.04M | Buy |
31,830
+2,114
| +7% | +$202K | 1.38% | 21 |
|
|
2023
Q1 | $2.78M | Buy |
29,716
+3,258
| +12% | +$305K | 1.5% | 16 |
|
|
2022
Q4 | $2.22M | Sell |
26,458
-3,350
| -11% | -$281K | 1.38% | 21 |
|
|
2022
Q3 | $2.16M | Buy |
29,808
+6,829
| +30% | +$496K | 1.66% | 15 |
|
|
2022
Q2 | $1.85M | Buy |
22,979
+3,286
| +17% | +$265K | 1.43% | 14 |
|
|
2022
Q1 | $1.9M | Buy |
19,693
+14,872
| +308% | +$1.43M | 2.4% | 10 |
|
|
2021
Q4 | $532K | Buy |
+4,821
| New | +$532K | 0.52% | 22 |
|