Vantage Financial Partners (Wisconsin)’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 | $262K | Sell |
2,343
-3
| -0.1% | -$336 | 0.06% | 173 |
|
|
2025
Q1 | $235K | Sell |
2,346
-2,716
| -54% | -$272K | 0.06% | 166 |
|
|
2024
Q4 | $490K | Sell |
5,062
-3,089
| -38% | -$299K | 0.12% | 103 |
|
|
2024
Q3 | $877K | Buy |
8,151
+1,366
| +20% | +$147K | 0.22% | 62 |
|
|
2024
Q2 | $694K | Sell |
6,785
-1,288
| -16% | -$132K | 0.18% | 62 |
|
|
2024
Q1 | $838K | Buy |
8,073
+48
| +0.6% | +$4.98K | 0.23% | 53 |
|
|
2023
Q4 | $777K | Buy |
+8,025
| New | +$777K | 0.23% | 47 |
|