Waldron Private 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 | $362K | Sell |
3,234
-11
| -0.3% | -$1.23K | 0.02% | 225 |
|
|
2025
Q1 | $325K | Buy |
3,245
+316
| +11% | +$31.6K | 0.02% | 236 |
|
|
2024
Q4 | $284K | Buy |
2,929
+574
| +24% | +$55.6K | 0.01% | 343 |
|
|
2024
Q3 | $254K | Hold |
2,355
| – | – | 0.01% | 357 |
|
|
2024
Q2 | $241K | Hold |
2,355
| – | – | 0.01% | 357 |
|
|
2024
Q1 | $244K | Hold |
2,355
| – | – | 0.01% | 353 |
|
|
2023
Q4 | $228K | Hold |
2,355
| – | – | 0.01% | 361 |
|
|
2023
Q3 | $203K | Hold |
2,355
| – | – | 0.01% | 358 |
|
|
2023
Q2 | $225K | Hold |
2,355
| – | – | 0.01% | 338 |
|
|
2023
Q1 | $221K | Buy |
+2,355
| New | +$221K | 0.01% | 378 |
|