Moneywise Inc’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
Q4 | – | Sell |
-13,790
| Closed | -$1.48M | – | 53 |
|
|
2024
Q3 | $1.48M | Buy |
13,790
+6,702
| +95% | +$721K | 0.73% | 31 |
|
|
2024
Q2 | $725K | Buy |
7,088
+3,719
| +110% | +$380K | 0.38% | 38 |
|
|
2024
Q1 | $350K | Buy |
+3,369
| New | +$350K | 0.19% | 48 |
|
|
2022
Q1 | – | Sell |
-2,038
| Closed | -$225K | – | 52 |
|
|
2021
Q4 | $225K | Buy |
2,038
+12
| +0.6% | +$1.33K | 0.14% | 49 |
|
|
2021
Q3 | $216K | Sell |
2,026
-117
| -5% | -$12.5K | 0.14% | 47 |
|
|
2021
Q2 | $230K | Buy |
2,143
+16
| +0.8% | +$1.72K | 0.16% | 46 |
|
|
2021
Q1 | $214K | Hold |
2,127
| – | – | 0.14% | 50 |
|
|
2020
Q4 | $215K | Buy |
+2,127
| New | +$215K | 0.15% | 46 |
|