Wealthspire Advisors (New York)’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 | $2.49M | Sell |
22,220
-1,654
| -7% | -$185K | 0.01% | 248 |
|
|
2025
Q1 | $2.39M | Buy |
23,874
+7,076
| +42% | +$708K | 0.01% | 251 |
|
|
2024
Q4 | $1.63M | Buy |
16,798
+12,589
| +299% | +$1.22M | 0.02% | 277 |
|
|
2024
Q3 | $453K | Sell |
4,209
-213
| -5% | -$22.9K | ﹤0.01% | 514 |
|
|
2024
Q2 | $452K | Sell |
4,422
-2,073
| -32% | -$212K | 0.01% | 451 |
|
|
2024
Q1 | $674K | Sell |
6,495
-1,473
| -18% | -$153K | 0.01% | 371 |
|
|
2023
Q4 | $772K | Sell |
7,968
-714
| -8% | -$69.2K | 0.01% | 351 |
|
|
2023
Q3 | $749K | Buy |
8,682
+136
| +2% | +$11.7K | 0.01% | 327 |
|
|
2023
Q2 | $815K | Sell |
8,546
-180
| -2% | -$17.2K | 0.01% | 285 |
|
|
2023
Q1 | $817K | Sell |
8,726
-1,102
| -11% | -$103K | 0.01% | 282 |
|
|
2022
Q4 | $823K | Sell |
9,828
-5,587
| -36% | -$468K | 0.02% | 296 |
|
|
2022
Q3 | $1.12M | Buy |
+15,415
| New | +$1.12M | 0.02% | 207 |
|
|
2022
Q2 | – | Sell |
-10,849
| Closed | -$1.04M | – | 500 |
|
|
2022
Q1 | $1.04M | Buy |
+10,849
| New | +$1.04M | 0.02% | 185 |
|