Lyell Wealth Management’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
2021
Q2
Sell
-2,100
Closed -$211K 191
2021
Q1
$211K Sell
2,100
-350
-14% -$35.2K 0.03% 164
2020
Q4
$247K Buy
+2,450
New +$247K 0.04% 147