AdvicePeriod’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | $1.39M | Sell |
12,972
-40
| -0.3% | -$4.29K | 0.09% | 64 |
|
2021
Q1 | $1.31M | Sell |
13,012
-252
| -2% | -$25.3K | 0.09% | 60 |
|
2020
Q4 | $1.34M | Sell |
13,264
-6,026
| -31% | -$608K | 0.1% | 58 |
|
2020
Q3 | $1.73M | Buy |
19,290
+15,960
| +479% | +$1.43M | 0.16% | 55 |
|
2020
Q2 | $277K | Sell |
3,330
-126
| -4% | -$10.5K | 0.03% | 73 |
|
2020
Q1 | $246K | Sell |
3,456
-136
| -4% | -$9.68K | 0.03% | 88 |
|
2019
Q4 | $311K | Buy |
3,592
+74
| +2% | +$6.41K | 0.03% | 86 |
|
2019
Q3 | $283K | Buy |
+3,518
| New | +$283K | 0.03% | 83 |
|