Axxcess 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,776
| Closed | -$591K | – | 905 |
|
|
2024
Q2 | $591K | Sell |
5,776
-775
| -12% | -$79.3K | 0.02% | 491 |
|
|
2024
Q1 | $680K | Buy |
6,551
+3,000
| +84% | +$311K | 0.02% | 461 |
|
|
2023
Q4 | $344K | Sell |
3,551
-1,416
| -29% | -$137K | 0.01% | 607 |
|
|
2023
Q3 | $429K | Buy |
4,967
+1,534
| +45% | +$132K | 0.01% | 514 |
|
|
2023
Q2 | $327K | Buy |
3,433
+449
| +15% | +$42.8K | 0.02% | 433 |
|
|
2023
Q1 | $280K | Sell |
2,984
-165
| -5% | -$15.5K | 0.02% | 495 |
|
|
2022
Q4 | $264K | Buy |
+3,149
| New | +$264K | 0.02% | 482 |
|