Clear Perspectives Financial Planning’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$14.1K Hold
2022
Q4
$12.6K Hold
2022
Q3
$11K Sell
2022
Q2
$29K Sell
2022
Q1
$164K Sell
2021
Q4
$640K Sell
2021
Q3
$678K Sell
2021
Q2
$795K Sell
2021
Q1
$810K Sell
2020
Q4
$862K Buy