KMS Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $453K | Sell |
6,660
-195
| -3% | -$13.3K | 0.06% | 288 |
|
|
2014
Q2 | $497K | Buy |
6,855
+5
| +0.1% | +$363 | 0.07% | 272 |
|
|
2014
Q1 | $486K | Buy |
6,850
+290
| +4% | +$20.6K | 0.08% | 261 |
|
|
2013
Q4 | $469K | Buy |
6,560
+580
| +10% | +$41.5K | 0.08% | 282 |
|
|
2013
Q3 | $407K | Buy |
5,980
+281
| +5% | +$19.1K | 0.1% | 237 |
|
|
2013
Q2 | $354K | Buy |
+5,699
| New | +$354K | 0.1% | 241 |
|