Forum Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,425
| Closed | -$209K | – | 700 |
|
|
2023
Q3 | $209K | Sell |
2,425
-17
| -0.7% | -$1.47K | ﹤0.01% | 578 |
|
|
2023
Q2 | $233K | Buy |
2,442
+8
| +0.3% | +$763 | 0.01% | 542 |
|
|
2023
Q1 | $228K | Buy |
2,434
+33
| +1% | +$3.09K | 0.01% | 500 |
|
|
2022
Q4 | $201K | Sell |
2,401
-603
| -20% | -$50.5K | 0.01% | 547 |
|
|
2022
Q3 | $218K | Buy |
3,004
+26
| +0.9% | +$1.89K | 0.01% | 469 |
|
|
2022
Q2 | $240K | Sell |
2,978
-269
| -8% | -$21.7K | 0.01% | 445 |
|
|
2022
Q1 | $312K | Buy |
3,247
+818
| +34% | +$78.6K | 0.02% | 376 |
|
|
2021
Q4 | $268K | Buy |
+2,429
| New | +$268K | 0.01% | 467 |
|