Confluence Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $276K | Sell |
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|
2020
Q2 | $4.5M | Sell |
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|
2020
Q1 | $4.92M | Buy |
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|
2019
Q4 | $297K | Hold |
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|
2019
Q3 | $276K | Hold |
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|
2019
Q2 | $277K | Hold |
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|
2019
Q1 | $266K | Sell |
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|
2018
Q4 | $351K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $210K | Sell |
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|
2016
Q2 | $211K | Hold |
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|
2016
Q1 | $212K | Buy |
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