Wealth Enhancement Advisory Services’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 | $17.1M | Sell |
153,661
-8,031
| -5% | -$895K | 0.03% | 466 |
|
|
2025
Q1 | $16.2M | Sell |
161,692
-4,772
| -3% | -$477K | 0.03% | 454 |
|
|
2024
Q4 | $16.1M | Buy |
166,464
+13,237
| +9% | +$1.28M | 0.03% | 424 |
|
|
2024
Q3 | $16.5M | Sell |
153,227
-2,894
| -2% | -$312K | 0.04% | 388 |
|
|
2024
Q2 | $16M | Buy |
156,121
+808
| +0.5% | +$82.7K | 0.04% | 373 |
|
|
2024
Q1 | $16.1M | Sell |
155,313
-4,348
| -3% | -$451K | 0.04% | 364 |
|
|
2023
Q4 | $15.5M | Sell |
159,661
-21,640
| -12% | -$2.1M | 0.04% | 350 |
|
|
2023
Q3 | $15.6M | Buy |
181,301
+178,657
| +6,757% | +$15.4M | 0.05% | 321 |
|
|
2023
Q2 | $252K | Buy |
2,644
+73
| +3% | +$6.97K | ﹤0.01% | 459 |
|
|
2023
Q1 | $241K | Buy |
+2,571
| New | +$241K | ﹤0.01% | 478 |
|
|
2021
Q2 | – | Sell |
-2,676
| Closed | -$275K | – | 279 |
|
|
2021
Q1 | $275K | Buy |
+2,676
| New | +$275K | 0.01% | 246 |
|