WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $844K | Sell |
8,712
-11,063
| -56% | -$1.07M | 0.27% | 56 |
|
|
2024
Q3 | $2.13M | Buy |
19,775
+4,275
| +28% | +$460K | 0.59% | 29 |
|
|
2024
Q2 | $1.59M | Sell |
15,500
-167
| -1% | -$17.1K | 0.48% | 37 |
|
|
2024
Q1 | $1.63M | Sell |
15,667
-9,823
| -39% | -$1.02M | 0.51% | 34 |
|
|
2023
Q4 | $2.47M | Sell |
25,490
-4,452
| -15% | -$431K | 0.92% | 26 |
|
|
2023
Q3 | $2.58M | Sell |
29,942
-4,993
| -14% | -$431K | 0.98% | 24 |
|
|
2023
Q2 | $3.33M | Sell |
34,935
-368
| -1% | -$35.1K | 1.29% | 19 |
|
|
2023
Q1 | $3.31M | Buy |
35,303
+7,870
| +29% | +$737K | 1.43% | 16 |
|
|
2022
Q4 | $2.3M | Sell |
27,433
-3,722
| -12% | -$312K | 1.41% | 21 |
|
|
2022
Q3 | $2.26M | Sell |
31,155
-1,210
| -4% | -$87.8K | 1.59% | 18 |
|
|
2022
Q2 | $2.61M | Sell |
32,365
-1,732
| -5% | -$139K | 1.72% | 14 |
|
|
2022
Q1 | $3.28M | Buy |
+34,097
| New | +$3.28M | 1.95% | 14 |
|