EA
IELG
Efficient Advisors’s ISHARES ENHANCED U.S. LARGE CAP ETF IELG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-762,903
| Closed | -$25.1M | – | 84 |
|
|
2016
Q2 | $25.1M | Sell |
762,903
-3,740
| -0.5% | -$123K | 3.98% | 8 |
|
|
2016
Q1 | $24.9M | Buy |
766,643
+655,638
| +591% | +$21.3M | 4.47% | 8 |
|
|
2015
Q4 | $3.5M | Buy |
111,005
+22,039
| +25% | +$695K | 0.76% | 18 |
|
|
2015
Q3 | $2.75M | Buy |
88,966
+21,160
| +31% | +$654K | 0.61% | 18 |
|
|
2015
Q2 | $2.17M | Buy |
67,806
+20,484
| +43% | +$656K | 0.45% | 19 |
|
|
2015
Q1 | $1.52M | Buy |
47,322
+12,837
| +37% | +$413K | 0.32% | 22 |
|
|
2014
Q4 | $1.11M | Buy |
34,485
+9,000
| +35% | +$289K | 0.25% | 21 |
|
|
2014
Q3 | $783K | Buy |
25,485
+9,879
| +63% | +$304K | 0.18% | 28 |
|
|
2014
Q2 | $475K | Buy |
+15,606
| New | +$475K | 0.11% | 28 |
|