Fulcrum Capital’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-14,573
| Closed | -$1.4M | – | 77 |
|
2022
Q1 | $1.4M | Sell |
14,573
-10,098
| -41% | -$972K | 0.38% | 41 |
|
2021
Q4 | $2.72M | Buy |
24,671
+7,222
| +41% | +$797K | 0.59% | 40 |
|
2021
Q3 | $1.86M | Buy |
17,449
+2,652
| +18% | +$282K | 0.44% | 42 |
|
2021
Q2 | $1.59M | Hold |
14,797
| – | – | 0.4% | 40 |
|
2021
Q1 | $1.49M | Buy |
+14,797
| New | +$1.49M | 0.43% | 40 |
|