IAG Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-61
| Closed | -$5.71K | – | 461 |
|
|
2023
Q1 | $5.71K | Sell |
61
-59
| -49% | -$5.53K | ﹤0.01% | 372 |
|
|
2022
Q4 | $10.1K | Sell |
120
-199
| -62% | -$16.7K | ﹤0.01% | 285 |
|
|
2022
Q3 | $23K | Hold |
319
| – | – | 0.01% | 191 |
|
|
2022
Q2 | $26K | Sell |
319
-159
| -33% | -$13K | 0.01% | 176 |
|
|
2022
Q1 | $46K | Sell |
478
-40
| -8% | -$3.85K | 0.01% | 146 |
|
|
2021
Q4 | $57K | Buy |
518
+358
| +224% | +$39.4K | 0.02% | 125 |
|
|
2021
Q3 | $18K | Hold |
160
| – | – | 0.01% | 207 |
|
|
2021
Q2 | $18K | Hold |
160
| – | – | 0.01% | 199 |
|
|
2021
Q1 | $17K | Hold |
160
| – | – | 0.01% | 199 |
|
|
2020
Q4 | $17K | Hold |
160
| – | – | 0.01% | 180 |
|
|
2020
Q3 | $15K | Sell |
160
-104
| -39% | -$9.75K | 0.01% | 179 |
|
|
2020
Q2 | $22K | Sell |
264
-6,202
| -96% | -$517K | 0.01% | 157 |
|
|
2020
Q1 | $460K | Sell |
6,466
-7,016
| -52% | -$499K | 0.31% | 35 |
|
|
2019
Q4 | $1.17M | Buy |
+13,482
| New | +$1.17M | 0.76% | 21 |
|