WFPG
Waller Financial Planning Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.84M | Buy |
52,130
+2,531
| +5% | +$283K | 1.41% | 18 |
|
|
2025
Q1 | $4.96M | Buy |
49,599
+1,037
| +2% | +$104K | 1.39% | 19 |
|
|
2024
Q4 | $4.7M | Sell |
48,562
-450
| -0.9% | -$43.6K | 1.19% | 22 |
|
|
2024
Q3 | $5.28M | Buy |
49,012
+1,616
| +3% | +$174K | 1.31% | 21 |
|
|
2024
Q2 | $4.85M | Sell |
47,396
-1,263
| -3% | -$129K | 1.3% | 19 |
|
|
2024
Q1 | $5.05M | Sell |
48,659
-10,081
| -17% | -$1.05M | 1.35% | 19 |
|
|
2023
Q4 | $5.69M | Buy |
58,740
+798
| +1% | +$77.3K | 1.5% | 16 |
|
|
2023
Q3 | $5M | Sell |
57,942
-832
| -1% | -$71.8K | 1.45% | 16 |
|
|
2023
Q2 | $5.61M | Sell |
58,774
-2,898
| -5% | -$276K | 1.55% | 16 |
|
|
2023
Q1 | $5.78M | Sell |
61,672
-5,717
| -8% | -$536K | 1.64% | 16 |
|
|
2022
Q4 | $5.64M | Sell |
67,389
-700
| -1% | -$58.6K | 1.64% | 18 |
|
|
2022
Q3 | $4.94M | Buy |
68,089
+3,468
| +5% | +$252K | 1.51% | 18 |
|
|
2022
Q2 | $5.2M | Buy |
64,621
+2,915
| +5% | +$235K | 1.52% | 18 |
|
|
2022
Q1 | $5.94M | Buy |
61,706
+2,759
| +5% | +$266K | 1.57% | 16 |
|
|
2021
Q4 | $6.5M | Sell |
58,947
-4,881
| -8% | -$538K | 1.63% | 17 |
|
|
2021
Q3 | $6.8M | Buy |
63,828
+1,576
| +3% | +$168K | 1.81% | 16 |
|
|
2021
Q2 | $6.68M | Buy |
62,252
+4,213
| +7% | +$452K | 1.79% | 16 |
|
|
2021
Q1 | $5.83M | Sell |
58,039
-1,867
| -3% | -$188K | 1.68% | 15 |
|
|
2020
Q4 | $6.05M | Sell |
59,906
-5,933
| -9% | -$599K | 1.89% | 15 |
|
|
2020
Q3 | $5.92M | Sell |
65,839
-987
| -1% | -$88.7K | 2.17% | 13 |
|
|
2020
Q2 | $5.55M | Sell |
66,826
-27,498
| -29% | -$2.29M | 2.16% | 12 |
|
|
2020
Q1 | $6.71M | Buy |
94,324
+1,367
| +1% | +$97.2K | 3.5% | 8 |
|
|
2019
Q4 | $8.04M | Buy |
92,957
+123
| +0.1% | +$10.6K | 4.03% | 8 |
|
|
2019
Q3 | $7.66M | Buy |
92,834
+2,524
| +3% | +$208K | 4.06% | 8 |
|
|
2019
Q2 | $7.27M | Buy |
90,310
+2,794
| +3% | +$225K | 4.04% | 8 |
|
|
2019
Q1 | $6.94M | Buy |
87,516
+8,376
| +11% | +$664K | 4.01% | 8 |
|
|
2018
Q4 | $5.47M | Buy |
+79,140
| New | +$5.47M | 3.78% | 8 |
|