Watershed 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 | $8.86M | Buy |
79,128
+6,717
| +9% | +$752K | 3.23% | 9 |
|
|
2025
Q1 | $7.24M | Sell |
72,411
-32,730
| -31% | -$3.27M | 2.9% | 9 |
|
|
2024
Q4 | $10.2M | Buy |
105,141
+17,380
| +20% | +$1.68M | 3.97% | 7 |
|
|
2024
Q3 | $9.45M | Sell |
87,761
-3,024
| -3% | -$326K | 3.77% | 7 |
|
|
2024
Q2 | $9.29M | Buy |
90,785
+38,362
| +73% | +$3.92M | 3.95% | 5 |
|
|
2024
Q1 | $5.44M | Buy |
52,423
+48,754
| +1,329% | +$5.06M | 2.41% | 10 |
|
|
2023
Q4 | $355K | Buy |
+3,669
| New | +$355K | 0.2% | 74 |
|