Cherrydale 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
2022
Q2
Sell
-4,633
Closed -$446K 38
2022
Q1
$446K Sell
4,633
-6,915
-60% -$666K 0.33% 25
2021
Q4
$1.27M Buy
+11,548
New +$1.27M 0.96% 16