Independent Wealth Network’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
Sell
-2,319
Closed -$223K 195
2022
Q1
$223K Sell
2,319
-255
-10% -$24.5K 0.14% 177
2021
Q4
$284K Buy
2,574
+516
+25% +$56.9K 0.17% 141
2021
Q3
$233K Buy
+2,058
New +$233K 0.15% 172