HoyleCohen’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,069
| Closed | -$215K | – | 283 |
|
|
2024
Q1 | $215K | Hold |
2,069
| – | – | 0.02% | 266 |
|
|
2023
Q4 | $200K | Sell |
2,069
-3,131
| -60% | -$303K | 0.02% | 261 |
|
|
2023
Q3 | $449K | Hold |
5,200
| – | – | 0.04% | 186 |
|
|
2023
Q2 | $496K | Hold |
5,200
| – | – | 0.04% | 192 |
|
|
2023
Q1 | $487K | Hold |
5,200
| – | – | 0.05% | 186 |
|
|
2022
Q4 | $436K | Buy |
+5,200
| New | +$436K | 0.04% | 191 |
|