WP
WealthShield Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.22M | Sell |
55,512
-3,499
| -6% | -$392K | 0.75% | 34 |
|
|
2025
Q1 | $5.9M | Sell |
59,011
-35,529
| -38% | -$3.55M | 0.76% | 36 |
|
|
2024
Q4 | $9.15M | Buy |
94,540
+8,603
| +10% | +$833K | 1.3% | 16 |
|
|
2024
Q3 | $9.25M | Sell |
85,937
-3,968
| -4% | -$427K | 1.25% | 17 |
|
|
2024
Q2 | $9.2M | Buy |
89,905
+30,772
| +52% | +$3.15M | 1.4% | 16 |
|
|
2024
Q1 | $6.14M | Buy |
59,133
+3,202
| +6% | +$332K | 0.99% | 23 |
|
|
2023
Q4 | $5.42M | Sell |
55,931
-35,771
| -39% | -$3.46M | 0.89% | 24 |
|
|
2023
Q3 | $7.91M | Sell |
91,702
-12,747
| -12% | -$1.1M | 1.19% | 16 |
|
|
2023
Q2 | $9.97M | Buy |
104,449
+6,002
| +6% | +$573K | 1.5% | 14 |
|
|
2023
Q1 | $9.22M | Buy |
98,447
+29,865
| +44% | +$2.8M | 1.49% | 13 |
|
|
2022
Q4 | $5.74M | Sell |
68,582
-3,769
| -5% | -$316K | 1.1% | 21 |
|
|
2022
Q3 | $5.25M | Buy |
72,351
+20,495
| +40% | +$1.49M | 1.04% | 23 |
|
|
2022
Q2 | $4.17M | Buy |
51,856
+1,758
| +4% | +$142K | 0.83% | 28 |
|
|
2022
Q1 | $4.82M | Sell |
50,098
-23,774
| -32% | -$2.29M | 0.77% | 29 |
|
|
2021
Q4 | $8.15M | Buy |
73,872
+9,459
| +15% | +$1.04M | 1.36% | 16 |
|
|
2021
Q3 | $6.86M | Sell |
64,413
-31,782
| -33% | -$3.38M | 1.84% | 12 |
|
|
2021
Q2 | $10.3M | Buy |
96,195
+4,228
| +5% | +$454K | 1.62% | 16 |
|
|
2021
Q1 | $9.24M | Buy |
91,967
+7,977
| +9% | +$801K | 1.66% | 13 |
|
|
2020
Q4 | $8.48M | Buy |
83,990
+27,916
| +50% | +$2.82M | 1.56% | 13 |
|
|
2020
Q3 | $5.04M | Buy |
56,074
+7,592
| +16% | +$682K | 1.77% | 11 |
|
|
2020
Q2 | $4.03M | Buy |
48,482
+48,471
| +440,645% | +$4.03M | 1.85% | 12 |
|
|
2020
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 259 |
|
|
2019
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 272 |
|