West Coast Financial’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 | – | Sell |
-2,667
| Closed | -$267K | – | 42 |
|
|
2025
Q1 | $267K | Hold |
2,667
| – | – | 0.03% | 148 |
|
|
2024
Q4 | $258K | Hold |
2,667
| – | – | 0.03% | 151 |
|
|
2024
Q3 | $287K | Buy |
2,667
+242
| +10% | +$26.1K | 0.03% | 147 |
|
|
2024
Q2 | $248K | Buy |
2,425
+375
| +18% | +$38.4K | 0.03% | 153 |
|
|
2024
Q1 | $213K | Buy |
+2,050
| New | +$213K | 0.03% | 157 |
|
|
2023
Q4 | – | Sell |
-3,175
| Closed | -$274K | – | 160 |
|
|
2023
Q3 | $274K | Hold |
3,175
| – | – | 0.04% | 123 |
|
|
2023
Q2 | $303K | Hold |
3,175
| – | – | 0.04% | 124 |
|
|
2023
Q1 | $297K | Hold |
3,175
| – | – | 0.05% | 113 |
|
|
2022
Q4 | $266K | Hold |
3,175
| – | – | 0.05% | 114 |
|
|
2022
Q3 | $230K | Hold |
3,175
| – | – | 0.04% | 108 |
|
|
2022
Q2 | $256K | Sell |
3,175
-2,612
| -45% | -$211K | 0.05% | 106 |
|
|
2022
Q1 | $557K | Hold |
5,787
| – | – | 0.09% | 81 |
|
|
2021
Q4 | $638K | Hold |
5,787
| – | – | 0.09% | 79 |
|
|
2021
Q3 | $616K | Hold |
5,787
| – | – | 0.1% | 84 |
|
|
2021
Q2 | $621K | Hold |
5,787
| – | – | 0.1% | 83 |
|
|
2021
Q1 | $581K | Hold |
5,787
| – | – | 0.1% | 81 |
|
|
2020
Q4 | $584K | Hold |
5,787
| – | – | 0.11% | 75 |
|
|
2020
Q3 | $520K | Hold |
5,787
| – | – | 0.12% | 77 |
|
|
2020
Q2 | $481K | Buy |
5,787
+142
| +3% | +$11.8K | 0.12% | 74 |
|
|
2020
Q1 | $401K | Sell |
5,645
-750
| -12% | -$53.3K | 0.11% | 74 |
|
|
2019
Q4 | $553K | Hold |
6,395
| – | – | 0.12% | 76 |
|
|
2019
Q3 | $515K | Hold |
6,395
| – | – | 0.12% | 80 |
|
|
2019
Q2 | $517K | Hold |
6,395
| – | – | 0.12% | 78 |
|
|
2019
Q1 | $495K | Hold |
6,395
| – | – | 0.12% | 82 |
|
|
2018
Q4 | $442K | Buy |
+6,395
| New | +$442K | 0.13% | 79 |
|