Visionary 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 | $2.34M | Buy |
20,867
+108
| +0.5% | +$12.1K | 0.12% | 175 |
|
|
2025
Q1 | $2.08M | Sell |
20,759
-332
| -2% | -$33.2K | 0.12% | 164 |
|
|
2024
Q4 | $2.04M | Sell |
21,091
-179
| -0.8% | -$17.3K | 0.12% | 163 |
|
|
2024
Q3 | $2.29M | Buy |
21,270
+544
| +3% | +$58.6K | 0.14% | 161 |
|
|
2024
Q2 | $2.12M | Buy |
20,726
+1,296
| +7% | +$133K | 0.14% | 162 |
|
|
2024
Q1 | $2.02M | Sell |
19,430
-245
| -1% | -$25.4K | 0.14% | 167 |
|
|
2023
Q4 | $1.91M | Buy |
19,675
+8,966
| +84% | +$868K | 0.14% | 158 |
|
|
2023
Q3 | $924K | Buy |
10,709
+200
| +2% | +$17.3K | 0.07% | 219 |
|
|
2023
Q2 | $1M | Buy |
10,509
+109
| +1% | +$10.4K | 0.08% | 207 |
|
|
2023
Q1 | $974K | Sell |
10,400
-550
| -5% | -$51.5K | 0.08% | 195 |
|
|
2022
Q4 | $917K | Buy |
10,950
+762
| +7% | +$63.8K | 0.08% | 189 |
|
|
2022
Q3 | $739K | Sell |
10,188
-1,460
| -13% | -$106K | 0.08% | 186 |
|
|
2022
Q2 | $938K | Sell |
11,648
-2,946
| -20% | -$237K | 0.08% | 176 |
|
|
2022
Q1 | $1.41M | Sell |
14,594
-2,039
| -12% | -$196K | 0.11% | 154 |
|
|
2021
Q4 | $1.83M | Sell |
16,633
-388
| -2% | -$42.8K | 0.15% | 130 |
|
|
2021
Q3 | $1.81M | Sell |
17,021
-4,977
| -23% | -$530K | 0.19% | 106 |
|
|
2021
Q2 | $2.36M | Sell |
21,998
-2,425
| -10% | -$260K | 0.24% | 98 |
|
|
2021
Q1 | $2.45M | Buy |
24,423
+8,415
| +53% | +$846K | 0.26% | 100 |
|
|
2020
Q4 | $1.62M | Buy |
16,008
+691
| +5% | +$69.7K | 0.18% | 110 |
|
|
2020
Q3 | $1.38M | Buy |
+15,317
| New | +$1.38M | 0.19% | 105 |
|