MWS
Maxwell Wealth Strategies’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.35M | Buy |
24,264
+2,509
| +12% | +$243K | 0.96% | 29 |
|
|
2024
Q3 | $2.22M | Sell |
21,755
-1,083
| -5% | -$111K | 0.94% | 38 |
|
|
2024
Q2 | $2.34M | Buy |
22,838
+1,086
| +5% | +$111K | 1.14% | 31 |
|
|
2024
Q1 | $2.24M | Sell |
21,752
-4,876
| -18% | -$502K | 1.14% | 32 |
|
|
2023
Q4 | $2.58M | Buy |
+26,628
| New | +$2.58M | 1.69% | 20 |
|