West Wealth 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 | $15.2M | Buy |
139,401
+6,534
| +5% | +$711K | 3.77% | 9 |
|
|
2025
Q1 | $13.3M | Sell |
132,867
-62,377
| -32% | -$6.25M | 3.93% | 8 |
|
|
2024
Q4 | $18.9M | Buy |
195,244
+24,245
| +14% | +$2.35M | 5.64% | 6 |
|
|
2024
Q3 | $18.4M | Buy |
170,999
+6,887
| +4% | +$741K | 5.97% | 6 |
|
|
2024
Q2 | $16.8M | Buy |
164,112
+46,939
| +40% | +$4.8M | 5.94% | 5 |
|
|
2024
Q1 | $12.2M | Buy |
117,173
+6,202
| +6% | +$644K | 4.51% | 8 |
|
|
2023
Q4 | $10.7M | Sell |
110,971
-70,751
| -39% | -$6.85M | 4.24% | 5 |
|
|
2023
Q3 | $15.7M | Sell |
181,722
-24,877
| -12% | -$2.15M | 6.84% | 4 |
|
|
2023
Q2 | $19.7M | Buy |
206,599
+6,812
| +3% | +$650K | 8.34% | 3 |
|
|
2023
Q1 | $18.7M | Buy |
199,787
+49,665
| +33% | +$4.65M | 8.66% | 3 |
|
|
2022
Q4 | $12.6M | Sell |
150,122
-16,754
| -10% | -$1.4M | 6.25% | 4 |
|
|
2022
Q3 | $12.1M | Buy |
166,876
+49,064
| +42% | +$3.56M | 6.14% | 4 |
|
|
2022
Q2 | $9.48M | Buy |
117,812
+2,226
| +2% | +$179K | 4.39% | 5 |
|
|
2022
Q1 | $11.1M | Sell |
115,586
-62,378
| -35% | -$6M | 4.42% | 6 |
|
|
2021
Q4 | $19.6M | Buy |
+177,964
| New | +$19.6M | 7.38% | 4 |
|