Insight Wealth Strategies’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-19,959
| Closed | -$2.13M | – | 159 |
|
|
2021
Q3 | $2.13M | Buy |
19,959
+3,358
| +20% | +$358K | 0.3% | 45 |
|
|
2021
Q2 | $1.78M | Sell |
16,601
-5,857
| -26% | -$628K | 0.25% | 53 |
|
|
2021
Q1 | $2.26M | Buy |
22,458
+8,263
| +58% | +$830K | 0.3% | 45 |
|
|
2020
Q4 | $1.43M | Buy |
14,195
+6,324
| +80% | +$638K | 0.24% | 59 |
|
|
2020
Q3 | $707K | Buy |
+7,871
| New | +$707K | 0.13% | 76 |
|