Western Wealth Management’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 | $554K | Buy |
4,943
+56
| +1% | +$6.27K | 0.03% | 386 |
|
|
2025
Q1 | $489K | Sell |
4,887
-795
| -14% | -$79.5K | 0.03% | 395 |
|
|
2024
Q4 | $550K | Sell |
5,682
-4,668
| -45% | -$452K | 0.04% | 353 |
|
|
2024
Q3 | $1.11M | Buy |
10,350
+7,221
| +231% | +$777K | 0.06% | 292 |
|
|
2024
Q2 | $320K | Sell |
3,129
-282
| -8% | -$28.8K | 0.02% | 474 |
|
|
2024
Q1 | $354K | Sell |
3,411
-4,714
| -58% | -$489K | 0.03% | 459 |
|
|
2023
Q4 | $787K | Buy |
8,125
+1,049
| +15% | +$102K | 0.06% | 317 |
|
|
2023
Q3 | $611K | Sell |
7,076
-295
| -4% | -$25.5K | 0.05% | 338 |
|
|
2023
Q2 | $703K | Buy |
7,371
+396
| +6% | +$37.8K | 0.06% | 308 |
|
|
2023
Q1 | $653K | Buy |
6,975
+2,250
| +48% | +$211K | 0.06% | 311 |
|
|
2022
Q4 | $396K | Sell |
4,725
-7,728
| -62% | -$647K | 0.04% | 394 |
|
|
2022
Q3 | $903K | Buy |
12,453
+2,439
| +24% | +$177K | 0.05% | 328 |
|
|
2022
Q2 | $807K | Sell |
10,014
-3,777
| -27% | -$304K | 0.05% | 352 |
|
|
2022
Q1 | $1.33M | Buy |
13,791
+398
| +3% | +$38.3K | 0.06% | 282 |
|
|
2021
Q4 | $1.48M | Buy |
+13,393
| New | +$1.48M | 0.15% | 147 |
|
|
2021
Q2 | $953K | Sell |
8,879
-957
| -10% | -$103K | 0.1% | 215 |
|
|
2021
Q1 | $988K | Sell |
9,836
-1,302
| -12% | -$131K | 0.13% | 162 |
|
|
2020
Q4 | $1.12M | Sell |
11,138
-7,018
| -39% | -$708K | 0.17% | 143 |
|
|
2020
Q3 | $1.63M | Buy |
18,156
+3,663
| +25% | +$329K | 0.27% | 95 |
|
|
2020
Q2 | $1.21M | Buy |
+14,493
| New | +$1.21M | 0.22% | 113 |
|