World Equity 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 | $585K | Sell |
5,219
-2,271
| -30% | -$254K | 0.16% | 137 |
|
|
2025
Q1 | $749K | Sell |
7,490
-1,661
| -18% | -$166K | 0.21% | 107 |
|
|
2024
Q4 | $886K | Buy |
9,151
+4,335
| +90% | +$420K | 0.19% | 116 |
|
|
2024
Q3 | $519K | Buy |
4,816
+73
| +2% | +$7.86K | 0.19% | 124 |
|
|
2024
Q2 | $485K | Sell |
4,743
-1,689
| -26% | -$173K | 0.14% | 155 |
|
|
2024
Q1 | $667K | Sell |
6,432
-4,998
| -44% | -$519K | 0.14% | 155 |
|
|
2023
Q4 | $1.11M | Sell |
11,430
-3,436
| -23% | -$333K | 0.22% | 104 |
|
|
2023
Q3 | $1.29M | Buy |
14,866
+5,895
| +66% | +$510K | 0.27% | 94 |
|
|
2023
Q2 | $856K | Sell |
8,971
-24,919
| -74% | -$2.38M | 0.25% | 104 |
|
|
2023
Q1 | $2.82M | Sell |
33,890
-9,856
| -23% | -$820K | 0.42% | 57 |
|
|
2022
Q4 | $3.66M | Buy |
43,746
+38
| +0.1% | +$3.18K | 0.87% | 28 |
|
|
2022
Q3 | $3.17M | Buy |
43,708
+20,713
| +90% | +$1.5M | 0.8% | 29 |
|
|
2022
Q2 | $1.85M | Buy |
22,995
+7,705
| +50% | +$620K | 0.47% | 59 |
|
|
2022
Q1 | $1.47M | Buy |
+15,290
| New | +$1.47M | 0.32% | 85 |
|