WealthPLAN Partners’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
Q3 | – | Sell |
|
|||||
|
2025
Q2 | $1.29M | Sell |
|
|||||
|
2025
Q1 | $1.19M | Sell |
|
|||||
|
2024
Q4 | $2.09M | Sell |
|
|||||
|
2024
Q3 | $2.81M | Sell |
|
|||||
|
2024
Q2 | $2.7M | Buy |
|
|||||
|
2024
Q1 | $1.93M | Buy |
|
|||||
|
2023
Q4 | $1.67M | Sell |
|
|||||
|
2023
Q3 | $1.64M | Buy |
|
|||||
|
2023
Q2 | $1.76M | Sell |
|
|||||
|
2023
Q1 | $2.36M | Buy |
|
|||||
|
2022
Q4 | $2.06M | Buy |
|
|||||
|
2022
Q1 | $3.77M | Sell |
|
|||||
|
2021
Q4 | $5.61M | Sell |
|
|||||
|
2021
Q3 | $6.46M | Buy |
|
|||||
|
2021
Q2 | $5.17M | Buy |
|
|||||
|
2021
Q1 | $4.59M | Buy |
|
|||||
|
2020
Q4 | $4.5M | Buy |
|
|||||
|
2020
Q3 | $4.01M | Sell |
|
|||||
|
2020
Q2 | $3.83M | Buy |
|
|||||
|
2020
Q1 | $3M | Sell |
|
|||||
|
2019
Q4 | $3.52M | Buy |
|
|||||
|
2019
Q3 | $1.72M | Sell |
|
|||||
|
2019
Q2 | $2.3M | Sell |
|
|||||
|
2019
Q1 | $3.2M | Sell |
|
|||||
|
2018
Q4 | $3.23M | Buy |
|
|||||
|
2018
Q3 | $1.61M | Sell |
|
|||||
|
2018
Q2 | $2.39M | Buy |
|
|||||
|
2018
Q1 | $1.89M | Buy |
|
|||||
|
2017
Q4 | $647K | Buy |
|
|||||
|
2017
Q3 | $452K | Sell |
|
|||||
|
2017
Q2 | $500K | Sell |
|
|||||
|
2017
Q1 | $1.03M | Buy |
|
|||||
|
2016
Q3 | $18.5M | Sell |
|
|||||
|
2016
Q2 | $17.2M | Buy |
|