Lumature Wealth Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $278K | Sell |
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|
2023
Q1 | $291K | Sell |
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|
2022
Q4 | $295K | Sell |
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|
2022
Q3 | $341K | Sell |
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|
2022
Q2 | $395K | Buy |
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|
2022
Q1 | $472K | Sell |
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|
2021
Q4 | $556K | Sell |
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|
2021
Q3 | $624K | Buy |
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|
2021
Q2 | $619K | Sell |
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|
2021
Q1 | $658K | Sell |
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|
2020
Q4 | $1.02M | Buy |
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