WealthPlan Investment Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.92M | Sell |
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|
2025
Q3 | $2.08M | Sell |
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|
2025
Q2 | $4.27M | Buy |
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|
2025
Q1 | $525K | Sell |
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|
2024
Q4 | $547K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $45.6K | Sell |
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|
2023
Q1 | $48.8K | Sell |
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|
2022
Q4 | $2.06M | Buy |
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|
2022
Q3 | $1.73M | Buy |
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|
2022
Q1 | $3.77M | Buy |
|