HWM
Hohimer Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-5,395
| Closed | -$391K | – | 183 |
|
2022
Q3 | $391K | Buy |
5,395
+298
| +6% | +$21.6K | 0.13% | 144 |
|
2022
Q2 | $410K | Buy |
5,097
+402
| +9% | +$32.3K | 0.12% | 149 |
|
2022
Q1 | $452K | Buy |
4,695
+712
| +18% | +$68.5K | 0.09% | 151 |
|
2021
Q4 | $439K | Buy |
+3,983
| New | +$439K | 0.09% | 149 |
|