Vermillion & White Wealth Management Group’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 | $171K | Hold |
1,531
| – | – | 0.11% | 62 |
|
|
2025
Q1 | $153K | Sell |
1,531
-3,892
| -72% | -$389K | 0.11% | 62 |
|
|
2024
Q4 | $525K | Sell |
5,423
-84
| -2% | -$8.13K | 0.39% | 39 |
|
|
2024
Q3 | $593K | Sell |
5,507
-8
| -0.1% | -$861 | 0.44% | 35 |
|
|
2024
Q2 | $564K | Buy |
5,515
+65
| +1% | +$6.65K | 0.42% | 38 |
|
|
2024
Q1 | $566K | Buy |
5,450
+1,746
| +47% | +$181K | 0.45% | 36 |
|
|
2023
Q4 | $359K | Buy |
+3,704
| New | +$359K | 0.35% | 35 |
|