WealthPlan Investment Management’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 | $4.27M | Buy |
38,140
+32,888
| +626% | +$3.68M | 0.31% | 92 |
|
|
2025
Q1 | $525K | Sell |
5,252
-399
| -7% | -$39.9K | 0.05% | 165 |
|
|
2024
Q4 | $547K | Buy |
+5,651
| New | +$547K | 0.05% | 163 |
|
|
2023
Q3 | – | Sell |
-478
| Closed | -$45.6K | – | 212 |
|
|
2023
Q2 | $45.6K | Sell |
478
-43
| -8% | -$4.11K | 0.01% | 201 |
|
|
2023
Q1 | $48.8K | Sell |
521
-21,932
| -98% | -$2.05M | 0.01% | 246 |
|
|
2022
Q4 | $2.06M | Buy |
22,453
+2,305
| +11% | +$211K | 0.14% | 119 |
|
|
2022
Q3 | $1.73M | Buy |
+20,148
| New | +$1.73M | 0.13% | 123 |
|
|
2022
Q1 | $3.77M | Buy |
+42,732
| New | +$3.77M | 0.26% | 83 |
|