Golden State Equity Partners’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
Q1
$500K Sell
5,194
-19
-0.4% -$1.83K 0.25% 107
2021
Q4
$575K Sell
5,213
-6
-0.1% -$662 0.29% 84
2021
Q3
$556K Buy
5,219
+174
+3% +$18.5K 0.23% 104
2021
Q2
$541K Buy
5,045
+1,652
+49% +$177K 0.21% 117
2021
Q1
$341K Buy
+3,393
New +$341K 0.19% 114