Laurel Wealth Advisors (California)’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
Q4
$468K Sell
5,588
-921
-14% -$77.1K 0.05% 372
2022
Q3
$472K Buy
6,509
+504
+8% +$36.5K 0.05% 355
2022
Q2
$483K Buy
6,005
+686
+13% +$55.2K 0.05% 368
2022
Q1
$512K Buy
5,319
+2,381
+81% +$229K 0.04% 401
2021
Q4
$324K Buy
+2,938
New +$324K 0.03% 592