Acorn Financial Advisory Services’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
Q1 | – | Sell |
-3,585
| Closed | -$340K | – | 217 |
|
|
2023
Q4 | $340K | Sell |
3,585
-715
| -17% | -$67.7K | 0.06% | 187 |
|
|
2023
Q3 | $367K | Sell |
4,300
-629
| -13% | -$53.8K | 0.07% | 169 |
|
|
2023
Q2 | $470K | Buy |
4,929
+18
| +0.4% | +$1.72K | 0.08% | 139 |
|
|
2023
Q1 | $460K | Buy |
4,911
+727
| +17% | +$68.1K | 0.09% | 133 |
|
|
2022
Q4 | $350K | Sell |
4,184
-24
| -0.6% | -$2.01K | 0.07% | 159 |
|
|
2022
Q3 | $305K | Buy |
+4,208
| New | +$305K | 0.07% | 171 |
|
|
2022
Q1 | – | Sell |
-1,847
| Closed | -$204K | – | 221 |
|
|
2021
Q4 | $204K | Buy |
+1,847
| New | +$204K | 0.04% | 210 |
|
|
2020
Q4 | – | Sell |
-2,244
| Closed | -$202K | – | 222 |
|
|
2020
Q3 | $202K | Buy |
+2,244
| New | +$202K | 0.11% | 195 |
|