9258 Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $593K | Sell |
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|
2024
Q2 | $564K | Buy |
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|
2024
Q1 | $571K | Buy |
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|
2023
Q4 | $525K | Sell |
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|
2023
Q3 | $475K | Buy |
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|
2023
Q2 | $396K | Buy |
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|
2023
Q1 | $362K | Hold |
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|
2022
Q4 | $324K | Sell |
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|
2022
Q3 | $350K | Sell |
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|
2022
Q2 | $509K | Hold |
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|
2022
Q1 | $609K | Sell |
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|
2021
Q4 | $738K | Buy |
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|
2021
Q3 | $283K | Buy |
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|
2021
Q2 | $284K | Sell |
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|
2021
Q1 | $271K | Hold |
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|
2020
Q4 | $272K | Hold |
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|
2020
Q3 | $233K | Hold |
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|
2020
Q2 | $224K | Hold |
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|
2020
Q1 | $204K | Hold |
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|
2019
Q4 | $233K | Buy |
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