Kowal Investment Group’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
Q3 | $3.07M | Buy |
28,555
+168
| +0.6% | +$18.1K | 0.57% | 27 |
|
|
2024
Q2 | $2.9M | Sell |
28,387
-3,883
| -12% | -$397K | 0.58% | 26 |
|
|
2024
Q1 | $3.35M | Sell |
32,270
-1,705
| -5% | -$177K | 0.72% | 20 |
|
|
2023
Q4 | $3.29M | Buy |
33,975
+30,805
| +972% | +$2.98M | 0.77% | 19 |
|
|
2023
Q3 | $274K | Buy |
3,170
+545
| +21% | +$47K | 0.07% | 120 |
|
|
2023
Q2 | $250K | Sell |
2,625
-1,065
| -29% | -$102K | 0.07% | 137 |
|
|
2023
Q1 | $346K | Buy |
3,690
+425
| +13% | +$39.8K | 0.1% | 103 |
|
|
2022
Q4 | $274K | Sell |
3,265
-721
| -18% | -$60.4K | 0.08% | 123 |
|
|
2022
Q3 | $289K | Buy |
3,986
+880
| +28% | +$63.8K | 0.1% | 106 |
|
|
2022
Q2 | $250K | Buy |
3,106
+576
| +23% | +$46.4K | 0.08% | 118 |
|
|
2022
Q1 | $244K | Buy |
+2,530
| New | +$244K | 0.07% | 111 |
|