Curtis Advisory Group’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
2023
Q3
Sell
-11,633
Closed -$1.11M 87
2023
Q2
$1.11M Buy
11,633
+4,402
+61% +$420K 0.35% 35
2023
Q1
$677K Buy
7,231
+1,399
+24% +$131K 0.25% 45
2022
Q4
$488K Buy
+5,832
New +$488K 0.2% 51