Vertex Planning Partners’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 | $4.29M | Buy |
38,290
+1,045
| +3% | +$117K | 0.9% | 27 |
|
|
2025
Q1 | $3.72M | Buy |
37,245
+14,843
| +66% | +$1.48M | 0.81% | 28 |
|
|
2024
Q4 | $2.17M | Buy |
22,402
+717
| +3% | +$69.4K | 0.48% | 40 |
|
|
2024
Q3 | $2.33M | Buy |
21,685
+1,096
| +5% | +$118K | 0.56% | 31 |
|
|
2024
Q2 | $2.11M | Buy |
20,589
+7,856
| +62% | +$804K | 0.55% | 27 |
|
|
2024
Q1 | $1.32M | Buy |
12,733
+2,833
| +29% | +$294K | 0.37% | 39 |
|
|
2023
Q4 | $959K | Sell |
9,900
-4,908
| -33% | -$475K | 0.28% | 44 |
|
|
2023
Q3 | $1.28M | Sell |
14,808
-2,125
| -13% | -$183K | 0.44% | 30 |
|
|
2023
Q2 | $1.62M | Buy |
16,933
+1,299
| +8% | +$124K | 0.55% | 28 |
|
|
2023
Q1 | $1.46M | Buy |
15,634
+4,769
| +44% | +$447K | 0.55% | 29 |
|
|
2022
Q4 | $910K | Buy |
+10,865
| New | +$910K | 0.36% | 37 |
|