AllSquare Wealth Management’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
Q3 | – | Sell |
-140
| Closed | -$15K | – | 487 |
|
|
2021
Q2 | $15K | Hold |
140
| – | – | 0.01% | 352 |
|
|
2021
Q1 | $14K | Hold |
140
| – | – | 0.01% | 351 |
|
|
2020
Q4 | $14K | Hold |
140
| – | – | 0.01% | 319 |
|
|
2020
Q3 | $13K | Hold |
140
| – | – | 0.01% | 306 |
|
|
2020
Q2 | $12K | Hold |
140
| – | – | 0.01% | 310 |
|
|
2020
Q1 | $10K | Hold |
140
| – | – | 0.01% | 304 |
|
|
2019
Q4 | $12K | Hold |
140
| – | – | 0.01% | 304 |
|
|
2019
Q3 | $11K | Hold |
140
| – | – | 0.01% | 308 |
|
|
2019
Q2 | $11K | Hold |
140
| – | – | 0.01% | 323 |
|
|
2019
Q1 | $11K | Hold |
140
| – | – | 0.01% | 318 |
|
|
2018
Q4 | $10K | Hold |
140
| – | – | 0.01% | 309 |
|
|
2018
Q3 | $11K | Hold |
140
| – | – | 0.01% | 332 |
|
|
2018
Q2 | $11K | Buy |
+140
| New | +$11K | 0.01% | 327 |
|