Wescott Financial Advisory Group’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 | $1.19M | Buy |
10,615
+640
| +6% | +$71.7K | 0.11% | 80 |
|
|
2025
Q1 | $998K | Buy |
9,975
+870
| +10% | +$87K | 0.1% | 81 |
|
|
2024
Q4 | $882K | Buy |
9,105
+1,321
| +17% | +$128K | 0.09% | 89 |
|
|
2024
Q3 | $838K | Buy |
7,784
+845
| +12% | +$91K | 0.09% | 87 |
|
|
2024
Q2 | $710K | Buy |
6,939
+1,641
| +31% | +$168K | 0.08% | 95 |
|
|
2024
Q1 | $550K | Buy |
+5,298
| New | +$550K | 0.07% | 105 |
|