HC Financial Advisors’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 | $1.43M | Buy |
17,702
+210
| +1% | +$16.9K | 0.95% | 41 |
|
|
2022
Q1 | $1.68M | Sell |
17,492
-265
| -1% | -$25.5K | 1% | 38 |
|
|
2021
Q4 | $1.96M | Hold |
17,757
| – | – | 1.09% | 34 |
|
|
2021
Q3 | $1.89M | Hold |
17,757
| – | – | 1.13% | 32 |
|
|
2021
Q2 | $1.91M | Sell |
17,757
-953
| -5% | -$102K | 1.11% | 32 |
|
|
2021
Q1 | $1.88M | Sell |
18,710
-1,482
| -7% | -$149K | 1.15% | 31 |
|
|
2020
Q4 | $2.04M | Sell |
20,192
-672
| -3% | -$67.8K | 1.31% | 25 |
|
|
2020
Q3 | $1.88M | Sell |
20,864
-300
| -1% | -$27K | 1.34% | 26 |
|
|
2020
Q2 | $1.76M | Hold |
21,164
| – | – | 1.37% | 26 |
|
|
2020
Q1 | $1.51M | Sell |
21,164
-1,427
| -6% | -$101K | 1.34% | 27 |
|
|
2019
Q4 | $1.95M | Hold |
22,591
| – | – | 1.53% | 25 |
|
|
2019
Q3 | $1.82M | Sell |
22,591
-645
| -3% | -$51.9K | 1.56% | 26 |
|
|
2019
Q2 | $1.88M | Hold |
23,236
| – | – | 1.87% | 25 |
|
|
2019
Q1 | $1.8M | Buy |
+23,236
| New | +$1.8M | 1.89% | 24 |
|