BFA
BMS Financial Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.16M | Sell |
22,594
-20,400
| -47% | -$1.95M | 1.41% | 19 |
|
|
2023
Q1 | $4.03M | Sell |
42,994
-14,926
| -26% | -$1.4M | 2.78% | 7 |
|
|
2022
Q4 | $6.39M | Buy |
57,920
+20,602
| +55% | +$2.27M | 4.24% | 6 |
|
|
2022
Q3 | $2.71M | Sell |
37,318
-21,682
| -37% | -$1.57M | 1.9% | 9 |
|
|
2022
Q2 | $6.51M | Buy |
59,000
+25,607
| +77% | +$2.82M | 4.26% | 6 |
|
|
2022
Q1 | $3.22M | Sell |
33,393
-25,715
| -44% | -$2.48M | 2.04% | 9 |
|
|
2021
Q4 | $6.52M | Buy |
+59,108
| New | +$6.52M | 4.15% | 6 |
|