Benedetti & Gucer’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 | $1.58M | Buy |
15,243
+229
| +2% | +$23.8K | 0.79% | 24 |
|
|
2023
Q4 | $1.45M | Buy |
15,014
+1,651
| +12% | +$160K | 0.76% | 27 |
|
|
2023
Q3 | $1.15M | Buy |
13,363
+876
| +7% | +$75.6K | 0.63% | 33 |
|
|
2023
Q2 | $1.2M | Buy |
12,487
+373
| +3% | +$35.7K | 0.62% | 36 |
|
|
2023
Q1 | $1.14M | Buy |
12,114
+120
| +1% | +$11.2K | 0.65% | 31 |
|
|
2022
Q4 | $1.01M | Sell |
11,994
-486
| -4% | -$40.7K | 0.74% | 28 |
|
|
2022
Q3 | $906K | Sell |
12,480
-384
| -3% | -$27.9K | 0.71% | 30 |
|
|
2022
Q2 | $1.06M | Buy |
12,864
+742
| +6% | +$60.9K | 0.71% | 33 |
|
|
2022
Q1 | $1.17M | Buy |
12,122
+260
| +2% | +$25K | 0.78% | 27 |
|
|
2021
Q4 | $1.31M | Buy |
11,862
+143
| +1% | +$15.8K | 0.89% | 24 |
|
|
2021
Q3 | $1.25M | Buy |
11,719
+626
| +6% | +$66.6K | 0.95% | 23 |
|
|
2021
Q2 | $1.19M | Buy |
11,093
+585
| +6% | +$62.7K | 1.07% | 17 |
|
|
2021
Q1 | $1.05M | Buy |
+10,508
| New | +$1.05M | 0.97% | 20 |
|