White Lighthouse Investment 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 | – | Sell |
-2,136
| Closed | -$214K | – | 140 |
|
|
2025
Q1 | $214K | Buy |
2,136
+1
| +0% | +$100 | 0.04% | 130 |
|
|
2024
Q4 | $207K | Sell |
2,135
-43
| -2% | -$4.16K | 0.04% | 132 |
|
|
2024
Q3 | $234K | Buy |
2,178
+8
| +0.4% | +$861 | 0.04% | 122 |
|
|
2024
Q2 | $222K | Sell |
2,170
-662
| -23% | -$67.7K | 0.04% | 117 |
|
|
2024
Q1 | $294K | Hold |
2,832
| – | – | 0.06% | 106 |
|
|
2023
Q4 | $274K | Sell |
2,832
-70
| -2% | -$6.78K | 0.06% | 105 |
|
|
2023
Q3 | $250K | Hold |
2,902
| – | – | 0.06% | 107 |
|
|
2023
Q2 | $277K | Hold |
2,902
| – | – | 0.07% | 102 |
|
|
2023
Q1 | $272K | Sell |
2,902
-102
| -3% | -$9.56K | 0.07% | 101 |
|
|
2022
Q4 | $252K | Hold |
3,004
| – | – | 0.07% | 99 |
|
|
2022
Q3 | $218K | Hold |
3,004
| – | – | 0.06% | 103 |
|
|
2022
Q2 | $242K | Buy |
3,004
+9
| +0.3% | +$725 | 0.07% | 99 |
|
|
2022
Q1 | $288K | Hold |
2,995
| – | – | 0.07% | 96 |
|
|
2021
Q4 | $330K | Hold |
2,995
| – | – | 0.08% | 92 |
|
|
2021
Q3 | $319K | Hold |
2,995
| – | – | 0.09% | 91 |
|
|
2021
Q2 | $321K | Sell |
2,995
-100
| -3% | -$10.7K | 0.09% | 93 |
|
|
2021
Q1 | $311K | Sell |
3,095
-30
| -1% | -$3.02K | 0.1% | 90 |
|
|
2020
Q4 | $315K | Hold |
3,125
| – | – | 0.1% | 93 |
|
|
2020
Q3 | $281K | Sell |
3,125
-95
| -3% | -$8.54K | 0.1% | 95 |
|
|
2020
Q2 | $268K | Sell |
3,220
-190
| -6% | -$15.8K | 0.1% | 99 |
|
|
2020
Q1 | $242K | Sell |
3,410
-700
| -17% | -$49.7K | 0.1% | 106 |
|
|
2019
Q4 | $355K | Sell |
4,110
-950
| -19% | -$82.1K | 0.13% | 95 |
|
|
2019
Q3 | $407K | Sell |
5,060
-1,082
| -18% | -$87K | 0.16% | 88 |
|
|
2019
Q2 | $496K | Sell |
6,142
-449
| -7% | -$36.3K | 0.21% | 80 |
|
|
2019
Q1 | $510K | Sell |
6,591
-560
| -8% | -$43.3K | 0.23% | 72 |
|
|
2018
Q4 | $494K | Sell |
7,151
-449
| -6% | -$31K | 0.27% | 71 |
|
|
2018
Q3 | $609K | Sell |
7,600
-1,760
| -19% | -$141K | 0.31% | 65 |
|
|
2018
Q2 | $738K | Sell |
9,360
-4,262
| -31% | -$336K | 0.41% | 59 |
|
|
2018
Q1 | $1.1M | Sell |
13,622
-300
| -2% | -$24.1K | 0.63% | 41 |
|
|
2017
Q4 | $1.12M | Buy |
+13,922
| New | +$1.12M | 0.65% | 38 |
|