AEPWM
Atlantic Edge Private Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.3K | Hold |
235
| – | – | 0.01% | 260 |
|
|
2025
Q1 | $23.5K | Hold |
235
| – | – | 0.01% | 265 |
|
|
2024
Q4 | $22.8K | Sell |
235
-625
| -73% | -$60.5K | 0.01% | 260 |
|
|
2024
Q3 | $92.6K | Sell |
860
-110
| -11% | -$11.8K | 0.03% | 168 |
|
|
2024
Q2 | $99.2K | Buy |
970
+625
| +181% | +$63.9K | 0.03% | 160 |
|
|
2024
Q1 | $35.8K | Hold |
345
| – | – | 0.01% | 213 |
|
|
2023
Q4 | $33.4K | Buy |
+345
| New | +$33.4K | 0.01% | 207 |
|